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Tag: History

Customer inquiry

With customer inquiry, you can quickly and easily maintain your customers' master data by having your customers enter or update their own data. Consent to digital data storage or medical history forms can also be requested here. To do this, you need a second device (for example, a tablet) that you can hand to the customer. The customer has access exclusively to their own data and receives no insight into your calendar or other customer files.

You can access this area via Settings > Customer Inquiry
If this function is not activated, it can be activated via "Settings > Add Function".

Read more →

Categories: Customer Communication (Email, SMS), Customer Management & Records
Tags: Anamnese, Fragebogen
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