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How can I use the templates during the CheckUp?

Use the menu item to create and manage your customers' check-ups, which you can compile from general and your personal questions and tests. Add a check-up, then tick the questions and click SAVE. Now you can START the check-up.


If you have created a CheckUp / anamnesis with our CheckUp tool, you can save it as a template.
To do this, simply put a tick next to "As a template" in your CheckUp.

If you now want to use this template for a new customer, you only need to click once on the double arrow in the CheckUps overview. You will then see your saved templates. Now just click on the template you want and exchange the customer's name.

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