Table of Contents
Add New Client
Step 1: Click "Add New Client" at the top of the Clients Table.
Step 2: Enter the client's first and last name. Internal ID is optional.
Step 3: After adding a client, you can choose between two steps.
Select Activate kit if you have the kit with you at your practice.
Select Order kit if you need to dropship the kit to your client. Please reference this article (starting from Step 3) if you select this option.
Activate Kit
Step 1: After selecting Activate kit, you will be prompted to enter the 6-digit kit ID.
Step 2: After activating a kit, you can choose between two steps.
Select Begin intake if you will be completing the intake with the client or on their behalf.
Select Send intake if you would like the client to complete the intake at home. If you select this option, you will be prompted to enter their email. The client will then receive a link to complete the intake.
Send a reminder to complete the intake
Jona will send automated email reminders to the client after you first send the link to the intake but if you'd like to send a reminder to your client to complete the intake at a later point in time, you can do so by selecting the send icon next to Intake in the client table.
