Use this section to manage how appointment notifications are configured. You can set defaults for new appointments, appointment reminders, and other notification types—or turn the … Read more
kb_article
Create and Manage Calendar Sessions
Sessions are predefined time blocks used to schedule appointments in calendars. They can also include billing values by linking one or more billing items, which … Read more
Create and Manage Calendar Shifts
Shifts define availability within calendars and are essential for scheduling appointments with providers, rooms, and equipment. They allow you to build weekly work schedules – … Read more
Create and Manage Calendars
Calendars are a core component of scheduling in CaseRM – appointments cannot be booked without an active calendar. Calendars can be created for team members, … Read more
Import and Export Contacts
Import Contacts Importing contacts is useful when you already have them saved in a CSV or vCard file. This lets you quickly populate CaseRM with … Read more
Integrate with Email Service Provider
Send professional, beautifully designed marketing emails to your audience. CaseRM integrates with Sender.net, a powerful and affordable email marketing platform. By matching groups in CaseRM … Read more
Locations and Localization Settings
If your business operates in multiple locations, this is where you can add and manage them. You can have only one Head Office, which serves … Read more
Add and Manage Address Book Contacts
The Contacts module serves as your organization’s central address book, designed to store and organize contact information for both individuals and organizations recorded throughout the … Read more
Add and Manage Company Employees
This guide shows you how to add, edit, delete, inactivate, and reactivate employees in CaseRM’s Accounting module, keeping your company records accurate and up to … Read more
Add and Manage Payment Methods
Create payment method Go to Accounting. In the left-side panel, select Payment methods. Click Create payment method. Enter payment method information, then click Save. Edit … Read more