Clients

Review and convert client leads

Work with new enquiries and turn an approved lead into a client profile.

Step by step

  1. 1

    Open Clients and select Leads

  2. 2

    Review contact details and message

  3. 3

    Create a client from the lead

  4. 4

    Complete the profile and dismiss the resolved lead

What to look for

Screenshot planned
Clients Leads view
Use fictional Firebase Dev data when capturing this screen.

Good to know

Available actions depend on practitioner permissions. Clinical and financial records remain separated according to those permissions.