We thought it would be handy to show you “How to” perform certain tasks within the app. Below you will find a series videos for both client and practitioner profiles so you can familiarise yourself with the app.
We’ve done a quick video giving you a brief overview of a practitioner profile, but if you need anything more specific then have a look below to see if you can find what you are looking for. If not, and you still need help simply drop us a message in the app using the Equigate Support account and someone will get back to you.
“How to” – Practitioner videos
Finish setting up your profile
Use the Equigate Support account
Find and share your invite code
Message your clients
Create appointments
Amend an appointment
Cancel an appointment
View your calendar & upcoming appointments
Add new animals
Start an appointment
View previous notes during an appointment
Make appointment notes inc diagram mark up and video upload
Generate a client report
Finish an appointment & create an invoice
View your invoices & send payment reminders
Add a manual payment to an invoice
View previous records
Create reports for Human clients
Use your resource library
Edit/delete a guest client profile
Merge a guest client to an app user
Ensure guest clients receive notifications
Edit an invoice
Add documents to a clients profile
Create an adhoc invoice
Customise your report layouts
“How to” – Client videos
Finish setting up your profile
Create your animals profile
Connect with your practitioner
Message your practitioner
View your calendar & upcoming appointments
View your invoices & make payments
View your treatment reports