- Using the Jisti Application Using the Jisti Application
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- FAQ FAQ
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- Internal Internal
Using the Jisti Application
Introduction to Jisti
Getting Support from Jisti
Managing Clients
- Clients Page
- How to add and edit a client record
- How to inactivate a client
- How to search and view clients
- How to identify clients in groups
- How to add a client via a session
Managing Sessions
- Page Help
- How to use the session calendars
- How to make and manage sessions
- How to delete a session
- Using session statuses to track sessions
- How to categorize sessions
Using Case Notes
Creating Invoices
Tracking Expenses
Using Reportings
Settings for Practitioners
- Settings Page
- How to change the business settings
- Impact of changing your business settings
- Impact of changing your Invoicing & Payments settings
- How to set up invoicing and online payments
- How to add client referrers
Settings for Services
Using Jisti for Online Payments
Manage your Account
Sending feedback to Jisti
Internal
Help Tips Session Page
- SessionForm Starts At Date
- SessionForm Phone Number
- SessionForm Mark as paid
- SessionForm Paid Date
- SessionForm Duration
- SessionForm GST
Help Tips Expense Page
- ExpenseForm Save/Finished buttons
- ExpenseForm Distance
- ExpenseForm Trip reason
- ExpenseForm Amount
- ExpenseForm Description
- ExpenseForm Expense type
Help Tips Client Page
- ClientForm Dollar Amounts
- ClientForm Make Inactive button
- ClientForm Editing Client details
- ClientForm Recipient
- ClientForm Timezone
- ClientForm Address
Help Tips Business Settings Page
- BusinessSettingForm Hide help tips
- BusinessSettingForm Payment terms
- BusinessSettingForm Allow referrals
- BusinessSettingForm Disable service tags
- BusinessSettingForm Disable case notes
- BusinessSettingForm Dont record mileage
Help Tips Invoicing and payments Settings Page
Help Tips Client Groups Settings Page
Help Tips Client referrers Settings Page
Help Tips Expense Types Settings Page
Help Tips Invoices Template Settings Page
Help Tips Service tags Settings Page
Help Tips Service Types Settings Page
- Service Types SettingForm Default GST
- Service Types SettingForm Default duration
- Service Types SettingForm Default cost
- Service Types SettingForm Description
- Service Types SettingForm Name
- Service Types SettingForm Add Type button
Help Tips Service status Settings Page
- Service status SettingForm Add Status button
- Service status SettingForm Arrows
- Service status SettingForm Status behaviour
- Service status SettingForm Colour
- Service status SettingForm Description
- Service status SettingForm Name