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How to view a client’s previous case notes and diagnosis?

Fogo securely stores all case records, including client notes, diagnoses, and treatment details. You can conveniently access these past records to review the client’s medical history, monitor progress, and make informed clinical decisions. Step 1: Go to the “Cases & Notes” section from the left-hand menu. Step 2: Use the search bar or client list […]

How to edit client information in Fogo?

Fogo allows you to easily update your client’s personal details, contact information, and other important records to ensure all data remains accurate and up to date. Keeping client information current helps maintain smooth communication, accurate billing, and personalized service. Step 1: Navigate to the Client section from the left-hand side menu. Step 2: Use the […]

How to send notifications to clients for their upcoming appointment?

Fogo allows you to automatically or manually send reminders and notifications to clients about their upcoming appointments. This helps reduce no-shows and ensures both your staff and clients are always updated about their schedules. Step 1: Go to the Appointments tab from the left-hand menu. Step 2: To view upcoming bookings, choose the appointment date.  […]

How to reschedule or cancel an appointment on behalf of your customer?

Fogo gives practitioners and staff the flexibility to manage appointment cancellations or rebooking directly within the system. This ensures that schedules stay updated, clients are properly notified, and available time slots can be reassigned efficiently. Step 1: Go to the Appointments tab from the left menu, then click Dashboard.  Step 2: To view upcoming bookings, […]

How to set up appointments on behalf of the client?

Fogo allows practitioners and front desk staff to conveniently book appointments on behalf of clients. This feature helps ensure efficient scheduling, minimizes booking errors, and keeps both clients and practitioners organized through automatic reminders and calendar tracking. Step 1: Go to the Appointments tab on the left menu. Step 2: Click the “Create Appointment” button […]

How to Sell Packages as a mode of payment?

Fogo allows you to create and sell service packages that clients can purchase and later redeem as payment. This not only simplifies repeat bookings but also helps build stronger client loyalty through bundled value offers. Step 1: Navigate to the Payments module from the left menu. Step 2: Select the client and branch where the […]

How to select multiple payment modes for invoicing?

Fogo gives you the flexibility to split a single invoice across multiple payment modes. This feature is especially useful when clients want to combine cash, card, rewards, or health fund payments in one transaction—ensuring smooth and accurate billing for every situation. Step 1: Go to the Payments section and select the client, branch, and practitioner. […]

How to use Private and Public Fund as payment or invoice in Fogo?

Using private or public funds as payment in Fogo streamlines your billing process and helps ensure compliance with funding claims, all while providing transparency for both your clinic and your clients. Step 1: Go to the “Payments” module from the left menu. Step 2: Select the client and branch. Ensure that both are correctly assigned […]

How to use Rewards as mode of payment?

With Fogo’s reward payment feature, you can encourage client loyalty while maintaining accurate transaction records. Clients can conveniently use their earned points as payment during checkout. Step 1. In the Payment section, go to “Rewards Points” tab.  Step 2. Client’s existing points will show on this page.  Step 3. If there are no points yet, […]