Learn how to manage your client profiles, details, histories, appointments, purchases; learn the Client Capture Form, record inactive clients, delete and undelete clients, and more.
- How to Create, Assign and View Client Categories
- How to View a Specific Client's Appointment Updates and Deletions Using 'Client Activities'
- Accounts Overview
- The Client Capture Form—Adding New Clients
- The Client Capture Form—Updating Existing Client Details
- Recording and Viewing 'Client Comments'
- Recording and Viewing Client History—Appointments
- Merging Duplicate Clients
- Deleting and Undeleting a Client
- Recording Inactive Clients––Client Categories Feature
- How to Check Your Clients History Before or After Making an Appointment