Recent Articles
Bulk-Deleting Sessions
Bulk Deleting Appointments in Client Management System Step 1: Access the Clients List Navigate to the clients list in the management system. Step 2: Select Bulk Delete Sessions Click on the 'Bulk Options' button. Step 3: Click on the 'Bulk Delete ...
High-Level Scheduling Overview
In this video, I provide an overview of the scheduling functionality of My Best Practice, focusing on how to navigate the calendar and manage appointments effectively. I explain the color-coding system for appointment statuses, including how to ...
Basic Professional: Adding Signature on File
Step 1: Navigate to My Settings. Step 2: Click on your name. Step 3: You'll be directed to the Professional Settings, where you can find the signature section at the bottom. Step 4: Add your signature by clicking 'Sign Here' then click Save Changes
Managing Offline Payments
Recording Payments Not Collected Through MBP Managing finances efficiently is crucial for every practice, especially when it comes to accurately recording offline payments. This article will guide you through the necessary steps to record payments ...
Invoices By Appointment
Our new Advanced Invoicing feature allows users to create detailed invoices for their clients. It provides a clear breakdown by service, along with any payments allocated toward those services—making it easy to see what amount is owed and which ...