You have the ability in ShareNote Community to capture new Client Demographics and schedule a New Client Appointment at the same time. You can always add or edit their client details at a later time as well.
- Click Calendar located just below the navigation bar.
- Click the Date and Time in your calendar you wish to add the event.
- Fill in the fields with the event information.
- In the Event Type drop-down, select New Client.
- The Client Information section will then display.
- Fill in the New Client demographics.
- Click Save Client once you have completed entering the Client's information.
- Click Save event to add the event to your calendar.