Quick Tip: Client Settings

Question: What Client settings should I review in my account to save time and keep things running smoothly?

Short answer: Your client list settings control everything from portal invites and payment methods to note privacy, client IDs, and lead form PDFs. A few small updates here can make a big difference in your workflow.

Watch this Quick Tip video to learn how you can:

  • Set default for portal invites and SMS opt-ins when manually adding clients
  • Choose whether client notes default to private, especially helpful for teams
  • Set your business-wide allowed payment methods (card, bank account, or both)
  • Adjust client link expiration settings for forms, contracts, and paperwork
  • Customize your SMS opt-in message so clients know it’s coming from your business
  • Turn on automatic client ID generation for easier tracking
  • Set up automatic insurance eligibility checks for new clients, before visits, or monthly
  • Save lead form responses as PDFs directly in the client’s file section
If you work on a team, owners can also manage team-specific settings like note privacy defaults and payment options. Taking a few minutes to review these settings can help you create a smoother experience for both you and your clients.

Bonus Tip: Turn on lead form PDF saving so you always have an easy-to-access copy of everything your client submitted.


Learn more: Eligibility Verification, SMS Opt-In, Stripe Connection