Prep Smarter: Using Client Sync to Effortlessly Collect Health Details in Advance

Register HERE >

We’ll cover:

– How to send a Client Sync invitation through Client Connect or directly from a contact record.
– Which information clients can submit, including providers, prescriptions, pharmacies, and personal details.
– How automatic syncing works and how updates instantly populate their CRM record.
– How Client Sync prepares both you and your client, making the appointment smoother and more effective.

Whether you’re working with new prospects or long-time clients, Client Sync gives you the clean, complete, and current health information you need—without the back-and-forth.