Help category
Clients and messages
Manage patient records, email and SMS updates, and practitioner alerts.
Guides in Clients and messages
01
Manage customer records
Search customers, update contact details, review history, and handle possible duplicates.
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02
Merge duplicate client records
Check a possible duplicate, choose the contact details to keep, and combine its appointments safely.
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03
Set customer email and SMS notifications
Choose how customers receive booking updates and when reminders are sent.
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04
Set provider and office booking alerts
Choose whether the clinic office and each service provider receive booking-alert emails, and whether providers also receive SMS.
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05
Control patient SMS and costs
Understand metered SMS charges and how patients or staff can stop all SMS for an individual patient.
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06
Request Google reviews after appointments
Choose when and how DiaryCare asks for a Google review after a completed appointment.
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