The Client Directory

Learn how to use the Client Directory within the Vykon Customs practitioner dashboard. This video explains how to view client profiles, access contact information, review order history, locate saved protocols, and efficiently navigate between client records and protocol lists to manage your practice.

FAQs:

Why is my client not saving in my Client Directory?

It's possible that your regular browser has cache/ cookies in place causing issues with the application. We recommend trying either an incognito or private browser window and seeing if you're able to save your client that way. If so, you most likely will need to clear your cache/ cookies in your regular in order to solve this issue from happening in the future.

Incognito/ private browser window did not work, what else can I try?

We recommend in this case trying to manually type in the information into the client directory fields, as sometimes the fields will not register copy/ pasted information and will not save.