How to assign a practitioner to a client profile

I will guide you through the process of assigning a practitioner to a client profile. I'll show you how to search for practitioners and see the number of clients they have. Additionally, I'll demonstrate how to change a practitioner for a client and save the assignment changes. As a super user, I'll also show you how to check your team's tab and view important information about the practitioner, such as the number of open slots and the number of clients they are currently seeing. Lastly, I'll share a useful tip on how to easily update a practitioner's schedule. Watch this video to learn all the steps and take action to efficiently manage your client profiles.


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