How to articles

List of articles to help you use eNoteFile.

57 articles in this collection
Written by eNoteFile Team

Web Notes

How to add or remove a page in a note

Here are some quick tips to add or remove pages in a note or note template.

Written by eNoteFile Team
Updated over a week ago

How to move around and scroll/zoom in a note

Here are some quick tips to zoom in or out, and scroll/move around a note.

Written by eNoteFile Team
Updated over a week ago

How to undo/redo changes in a note

Here is a guide on how to undo or redo any changes made while editing a note.

Written by eNoteFile Team
Updated over a week ago

How to lock a note

Here is a guide on how to permanently lock a note to prevent any further changes.

Written by eNoteFile Team
Updated over a week ago

How to sort and file notes

Here are some tips to help sort and file your notes. This can be used to create a filing system e.g. episodic filing.

Written by eNoteFile Team
Updated over a week ago

How to disable touch (Microsoft Windows)

Here are some quick tips to help disable touch on your Microsoft Windows device.

Written by eNoteFile Team
Updated over a week ago

How to export to PDF

Here are some quick tips to help you export and save a Note or Invoice as PDF (Email or Save to device).

Written by eNoteFile Team
Updated over a week ago

Managing Templates (custom forms)

Creating, editing and managing templates (custom forms)

You can create your own custom templates in eNoteFile.

Written by eNoteFile Team
Updated over a week ago

How to insert and resize an image

Here is a quick guide to insert and resize an image you have added to a note or note template.

Written by eNoteFile Team
Updated over a week ago

How to add custom fields on a note template

Here is a quick guide to add custom fields such as client name, date of birth and note created date onto a note template.

Written by eNoteFile Team
Updated over a week ago

How to deactivate a note template

Here is a quick guide to deactivate a note template to prevent it from being available when creating a new note.

Written by eNoteFile Team
Updated over a week ago

General

How to log out

Here is a guide to safely log out of eNoteFile.

Written by eNoteFile Team
Updated over a week ago

How to import clients

Here are some quick tips to help you import your client list.

Written by eNoteFile Team
Updated over a week ago

How to export clients

Option to export client list as a CSV

Written by eNoteFile Team
Updated over a week ago

How to deactivate a client

Here is a quick guide to deactivate a client to prevent them from showing up in search results.

Written by eNoteFile Team
Updated over a week ago

How to mark appointment attendance

Here is a guide to change the attendance status of an appointment.

Written by eNoteFile Team
Updated over a week ago

How to create a new appointment type

Here is a quick guide to create a new appointment type which can be used in the calendar.

Written by eNoteFile Team
Updated over a week ago

How to create group appointments

Here is a quick guide to create a group appointment type which can be used in the calendar.

Written by eNoteFile Team
Updated over a week ago

Translate eNoteFile with Google Chrome

Translate eNoteFile with Google Chrome Translate extension

Written by eNoteFile Team
Updated over a week ago

How to export Practice Management data

Export your Clients, Appointments, Invoices, Payments and the rest of your practice management data to csv

Written by eNoteFile Team
Updated over a week ago

Add unavailable times to calendar

This article will help you add ad hoc breaks (unavailable slots) to your calendar.

Written by eNoteFile Team
Updated over a week ago

How to set and view available days in the diary

Here is a quick guide on how to set up which days appear as available in the diary.

Written by eNoteFile Team
Updated over a week ago

How to change practitioner availability

Here is a guide to set or update a practitioner's availability in the diary.

Written by eNoteFile Team
Updated over a week ago

How to change the time slot duration when viewing the diary

Here is a guide on how to change the time slot duration/size in the calendar.

Written by eNoteFile Team
Updated over a week ago

How to print the diary

Here is a quick guide on how to print your calendar from your browser.

Written by eNoteFile Team
Updated over a week ago

How to add or remove the header/footer when printing

Here are some quick tips to add or remove the header and footer when printing a note or invoice.

Written by eNoteFile Team
Updated over a week ago

How to view diary and notes in a new tab

Here is a quick guide on how to open your diary and notes in a new tab to make it easier to view multiple notes and client files.

Written by eNoteFile Team
Updated over a week ago

Using eNoteFile shortcuts

Here are some quick tips to help you find shortcuts.

Written by eNoteFile Team
Updated over a week ago

How to lock screen rotation (Microsoft Windows)

Here are some tips to disable automatic screen rotation on your Microsoft Windows device.

Written by eNoteFile Team
Updated over a week ago

Optional pay-per-use extras

Optional extras

eNoteFile offers pay-per-use optional extras.

Written by eNoteFile Team
Updated over a week ago

Setting up SMS Reminders

How to setup, edit or customise SMS reminders in eNoteFile

Written by eNoteFile Team
Updated over a week ago

Bulk SMS

Need to get a message to your clients out fast and effectively? Now you can send a bulk SMS message to all your clients with one click.

Written by eNoteFile Team
Updated over a week ago

Setting up Online Booking

Help clients create their own appointments with Online Booking.

Written by eNoteFile Team
Updated over a week ago

Payment Gateway with Stripe

Stripe is our integrated payment gateway. Having access to a payment gateway allows you to receive payments directly from your clients.

Written by eNoteFile Team
Updated over a week ago

eNoteFile Account (users and billing)

How to log into eNoteFile

Here are some quick tips to help you log into eNoteFile.

Written by eNoteFile Team
Updated over a week ago

How to add a new Team Member (Practitioner)

Here are some quick tips to help you add a new Practitioner or Non-Practitioner (users) to eNoteFile.

Written by eNoteFile Team
Updated over a week ago

User Privileges

More information about Practitioner and Non-Practitioner user privileges/roles

Written by eNoteFile Team
Updated over a week ago

How to deactivate a Team Member

Here is a guide to deactivate a team member (user login).

Written by eNoteFile Team
Updated over a week ago

How to change a Team Member's name

Here is a quick guide to change a Team Member's first or last name.

Written by eNoteFile Team
Updated over a week ago

Tips to change availability for a set time

Here are some tips if you want to make a practitioner available for only a set time e.g. short term while another practitioner is away.

Written by eNoteFile Team
Updated over a week ago

Invoicing

Invoice overview

Quick overview of eNoteFile invoice

Written by eNoteFile Team
Updated over a week ago

How to Customise an Invoice

Here are some quick tips to help you customise your invoices with a logo, footer and recurring client specific notes.

Written by eNoteFile Team
Updated over a week ago

Invoice Multiple Appointments

How to add multiple appointments on a single invoice for a client.

Written by eNoteFile Team
Updated over a week ago

How to refund an invoice

Here are some tips to refund an invoice.

Written by eNoteFile Team
Updated over a week ago

How to change tax settings

Here are some tips to change the tax amount for an appointment or product.

Written by eNoteFile Team
Updated over a week ago

Single page printing (invoice)

Here are some quick tips to help you print an invoice on one page.

Written by eNoteFile Team
Updated over a week ago

Practitioner provider number on an invoice

How to add practitioner provider number to an invoice

Written by eNoteFile Team
Updated over a week ago

Invoice third-party

This how to will help you invoice third-party companies (Work Cover)

Written by eNoteFile Team
Updated over a week ago

How to add details for other payment methods

How to add payments for other payment methods not in the list of payment methods on an invoice (e.g. cheque, direct debit).

Written by eNoteFile Team
Updated over a week ago

How to apply a discount on an invoice

Here are some quick tips to apply a discount to an item or product on an invoice.

Written by eNoteFile Team
Updated over a week ago

Inserting hours worked on invoice

How to insert hours worked on an invoice.

Written by eNoteFile Team
Updated over a week ago

How to cancel an invoice

Quick guide to cancel an invoice and view cancelled invoices.

Written by eNoteFile Team
Updated over a week ago

Reports

Summary of reports available in eNoteFile

List of reports in eNoteFile

Written by eNoteFile Team
Updated over a week ago

Payment Summary Report

This report is intended to assist organisations with the reconciliation of payments received.

Written by eNoteFile Team
Updated over a week ago

Practitioner Revenue by Paid Invoices Report

This report is intended to display the total appointment revenue received by practitioner.

Written by eNoteFile Team
Updated over a week ago

Practitioner Revenue by Raised Invoices Report

This report is intended to display the total appointment revenue invoiced by practitioner during the specified time period.

Written by eNoteFile Team
Updated over a week ago

Unpaid Invoices Report

This report is intended to assist organisation with identifying invoices with outstanding payments.

Written by eNoteFile Team
Updated over a week ago