Clients
Client list, intake forms, history, and tags.
- Manage client recordsHow client profiles work, what gets stored, and how to keep your list clean.
- Client intake formsSend a digital intake form before appointments — health flags, photo consent, signature — and review answers from the chair.
- The Intake admin page in depthFilter bar, stat cards, expiring callout, bulk reminders, audit log — every part of the /intake list page.
- Client detail page toolsThe journey timeline, history modal, KPI strip, status chips, and link-status filter on the client list and detail pages.