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Tag: Questionnaire

Customer inquiry

With the customer inquiry, you can easily maintain your customers' master data by having your customers enter or update their own data. You can also query consent for digital data storage or medical history forms here. For this, you need a second device (for example, a tablet) that you can hand to the customer. The customer only has access to their own data and does not see 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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