Help Centre
Help Centre
Data
Import records from your previous system, find patients, and merge duplicates.
Import patients from another system
Upload CSV exports from your previous CRM, guided matching for patients, notes, bookings, and invoices.
Find, edit, block and merge patient records
Search your patient directory, update details and status, block a patient (cancels appointments and stops messages), and merge duplicates after import.
Still stuck?
Send us a message and we'll get you sorted. If you're logged in, you can also use the ? Help button in your admin dashboard.
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