Existing Client

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Jim Shapter

• August 23, 2022 19:59

Hi, I am new to Simple Practice. At what point does a client become an existing client? I am testing out the system and I have some services only available for existing clients for scheduling, but it doesn't show those services for the client. The client has had appointments in the past with Simple Practice. 

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  Sara

  • August 24, 2022 18:36

  Hi Jim,

  An existing client is any client who you have a file for in your account. If your clients are not seeing appointments to book after you have added your availability, I recommend creating a Help Request so that our Customer Success team can look into this. Click on the ? icon in your account > Ask Questions > No > Contact Support > Send an Email Request.

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