Export to SimplePractice Bot

You cannot directly merge clients in SimplePractice. However, you can manage duplicate records by transferring information from one client to another and then archiving the duplicate. For more complex client management needs, consider using airSlate’s document automation platform. With airSlate, you can streamline your workflows, ensuring that all client data is organized and easily accessible, which helps you focus on what truly matters—providing excellent care.

To export client data from SimplePractice, start by navigating to the ‘Reports’ section in your dashboard. From there, select the type of data you wish to export, such as client contacts or billing information. Once you’ve made your selection, choose the export option, usually found in the form of a downloadable file. If you find the process cumbersome or need to manage your data more efficiently, consider using the airSlate document automation platform, which simplifies data handling and improves workflow organization for your business.

To merge clients in Shortcuts, begin by accessing your client list. Next, select the clients you wish to combine, ensuring you identify the primary client for the merged entry. Then, use the merge function to consolidate their details into one profile. If you find managing client information to be a complex task, consider using airSlate for streamlined document automation, which can help simplify your client management processes and enhance overall efficiency.

To merge client profiles on Vagaro, start by accessing the client's profile that you want to keep. Next, search for the duplicate profile you wish to merge. Once you locate it, select the option to merge the profiles, which will combine their information into one. If you face challenges with managing client data, consider airSlate as a powerful solution for document automation and workflow management, designed to streamline processes and enhance your organization’s efficiency.

To merge clients in Simple Practice, start by accessing the client list from your dashboard. Select the clients you wish to combine, then use the merge function to consolidate their records. This process maintains important client information and simplifies your workflow. If you encounter challenges or seek a more efficient solution, consider using airSlate’s document automation platform to streamline client management and enhance your organizational processes.

To create a couple in SimplePractice, begin by adding the first client as you normally would, ensuring to fill in all necessary details. Next, you can add their partner by selecting the option to create a new client within the same profile. This option allows you to link their accounts so that both clients can easily access shared information and appointments. If you seek to streamline your document management and workflow, consider using airSlate, which can help automate and organize client information efficiently.