Category: User Guide

How to edit a client?

Being able to edit client details after creation will assist with new contact details as needed. The following steps will take you through how to

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How to add a client?

Below are the details for how to add a new client. The limit of how many clients you can add will be dependant on your

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How do I delete a client?

Clients sometimes need to be deleted when they are no longer receiving assessments or coming to a practice. If you are looking to edit a

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How to email an assessment

Assessments can be emailed instantly from your device (laptop, tablet, smartphone) to the client’s own device so they can complete the assessment at home or

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