Topic
Clients & forms
Add and find clients, read a client profile, and send forms and consents.
Contents
Articles
17Add, find, and merge clientsAdd a client, find anyone in your client list, work on many clients at once, and merge duplicates without losing their history.Keep a copy of your client list and business recordsChoose the right export for contacts, reports or an individual client's information, and check what the file contains.Read a client's profileWhat each part of the client profile holds, what's in the Actions menu, where consent shows, and how to read details hidden from your role.Client tags and filtersTag clients one at a time or in bulk, filter your client list by tag and location, and use the same tags for campaigns and the calendar.Send forms and consentsSend a form to one client or many, follow it from sent to signed, and make a form required before a service can be paid for.Review a submitted formOpen a client's form to read their answers and signature, sign it off as a clinician, fix unsigned answers, and download a PDF.Build a form templateBuild an intake, consent or survey form with the field types, sections, conditions, scores and signatures you need, or have AI draft it.Email templates and care guidesWrite reusable emails, send one to a client or many, and share pre-care and after-care guides by private link.System emailsSee every automatic email Owneli sends, such as confirmations, receipts and reminders, and change their wording without breaking them.Messages and the inboxReply to clients by text or through their account from one inbox, assign and close conversations, and see why a channel can't be used.Reply to a client from a notification on AndroidAnswer a client's message, or mark it read, straight from the notification on your Android phone, and what happens when a reply can't be sent.Marketing consent and unsubscribesHow a client's agreement to marketing emails and texts is recorded, what unsubscribing changes, and why appointment messages still arrive.Client photosAdd before, after and progress photos to a client's profile, compare two side by side, and control who on your team can see them.Why is a field hidden from me?What the locked "hidden" box on a client's profile means, why hidden is never the same as empty, and how to get access.Blocked and flagged clientsBlock a client from booking online, see what a block does and doesn't stop, and set a review date or lift the block later.Delete a client (GDPR erasure)When you can delete a client outright, how to erase a client's personal data when they ask, what is kept and why, and how to give them a copy first.Build an email or form with the AI helperDescribe the email template or form you need in plain words, let the AI draft it, then review and save it yourself.
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