Caspen
  • Getting Started
  • Using Caspen
    • Calendar & Appointments
      • Appointment Management
    • Waitlist
    • Clients
      • Add Client
      • View Client
      • Edit Client
    • Billing
      • Invoices
        • Create Invoice
        • Delete Invoice
        • Void Invoice
      • Payments
        • Adding Payment to Invoice
        • Add New Payment
        • Refund Payment
        • Void Payment
    • Services & Categories
      • Add Services
      • Add Category
    • Contacts
      • Add Contact
      • View Contact
      • Edit Contact
    • Practice Setup
      • Update practice profile
      • Update user information
      • Organize user groups
      • Understand user roles
      • Add new locations
      • Archive Locations
      • Add more users
      • Availability setup
    • Settings
      • Account settings
      • Billing
        • Invoice settings
        • Taxes
        • Payment methods
      • Templates
      • Appointments
        • Cancellation Reasons
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On this page
  • Team noticeboard or an excellent place to store your notes
  • Manage outstanding client progress notes with ease
  • Set your daily tasks
  • Quick Income overview
  1. Using Caspen

Dashboard

The Caspen dashboard offers an easy way to communicate with your team, take notes, manage tasks, view outstanding progress notes, and gain a quick financial overview.

Team noticeboard or an excellent place to store your notes

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Manage outstanding client progress notes with ease

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Set your daily tasks

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Quick Income overview

Invoices & Payments

Last updated 9 months ago