Who it is for: Specialist
Before you start: Workspace access. Check the selected client, dates and current records before starting.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
What to do
- 01
In Clients, add a client with their name, contacts and private notes. Copy their personal Telegram invitation from the card.
A new client has joined my practice · 1 - 02
Send the invitation. If a package has already been paid for, record a top-up with the session count and amount actually received.
A new client has joined my practice · 2 - 03
Create their first session in Schedule, review the time and confirm.
A new client has joined my practice · 3
Check the result
The card, first session and received payment are recorded. An accepted invitation shows Telegram as connected.
If things go differently
If the invitation is invalid, ask the specialist for a new one. Check the role and Telegram account instead of creating a duplicate client.
Keep in mind
Until the invitation is accepted, the specialist can keep records, but the client portal and bot messages require a connection.