In HQ Resources folder, you can download a template called “No Prices.docx.” Then upload this to your templates folder, and use this template when you’d like to hide prices from a client.
To do this:
1. Go to the HQ Resources Folder.
2. Go to the Extras folder and download the “Hide Prices.docx” document.
3. In HQ, go to Settings > Templates and click +New Template.
4.In the Template Name field on the left, type in a client facing name such as Volume Client Receipt since when it’s emailed the name is client facing.
5. Click “Select Your Template File” button and upload the Hide Prices template and click Save Template button.
This template is now available for use. Note: You can also edit this template in Word to add your clinic’s logo and other information you might like. Click here to learn how to edit templates, click here.
