Pogozo

Edit Client Payment Method

Make sorting your clients easy with customisable tags

Adding tags to a client's profile

Add a new Client

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

View Client Documents

Print Invoice for Client

how to delete client documents from their profile

Delete Client Documents

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 Forde

Clients

what is the difference between gender and gender identity

Gender -v- Gender Identity

Editing Client Information

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

Client details 

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

Adding documents to a client's profile

Edit Client Documents

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

Create New Client Document

How to export client treatment notes

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

Memberships

Find answers and get help from Intercom Support and Community Experts

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