Pogozo

Edit Client Payment Method

Making a client a dependent allows their guardian to manage their account.

Making a client a dependent

Adding a goal for a Client

How to add family members to a client account

Adding Client's Family

Assign Concession Type to a Client

Viewing Client Information

Viewing a Client's Class Bookings

Viewing a Client's Appointments

View Client Invoices

Print Invoice for Client

Send Invoice to Client

When one client wants emails and another wants SMS global settings just don't cut it. Now you and your clients can set their individual communication preferences.

How to set individual client communication preferences

Alex Pogozo

Jadzia Frith

Clients

what is the difference between gender and gender identity

Gender -v- Gender Identity

In Pogozo, you can make any client a dependent or guardian of another client.

What are dependents and guardians?

Adding referrers, case managers, third party billers or other professional contacts

Add a contact to a client's profile

How to add, edit, and merge client profiles.

Managing client information

Client details 

You can add documents to a clients profile including letters, PDFs, waivers, contracts and more.

Adding documents to a client's profile

How to send a contract or waiver via email for digital signing.

How to export client treatment notes

Everything you need to manage client documents in Pogozo.

Managing client documents

Client documents 

How to Book an Appointment

Appointments, classes and memberships 

Add a client's payment method

Create New Invoice

How to Email an Invoice

Paying an invoice

How to Print an Invoice

How to collate unpaid invoices

How to send collated invoices to the client or an alternate billing contact.

Create an invoice

Finances

Adding a membership to a client's account

Create recurring or non-recurring memberships

Cancelling a Client's Membership

Troubleshoot why a membership isn't applying to an invoice and how to fix it.

Why isn't my membership covering?

Memberships

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.