Client Details Tab

Client Labeling, Client Messaging, Client Contact

Mica Manson avatar
Written by Mica Manson
Updated over a week ago

The client tab contains all kinds of information and actions. You can:

  • Contact Info

  • Add CC email addresses

  • Archive Clients - cannot access their portal or any information

  • Add a payment method

  • View Payments

  • Add searchable/Reportable Labels - clients cannot see these

  • Run Transaction and Appointment reports

  • Add family members

  • Add a birthday - a reminder will pop up the day of their birthday

  • Send and receive messages to clients

  • Review account activities

  • Delete a client

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