Client Profile
25 articles
- Client profile
- Open a client profile
- Client profile fields
- Modify a client’s profile details
- View a client’s activity
- Deactivate a client’s package
- Notes and flags
- Manage client notes
- Client profile overview page
- Add, modify, or remove attachments from a client’s profile
- Sign up as a new client
- Find unpaid visits in Attendance History
- Cancel all upcoming services for a client
- How client profiles work with multiple businesses
- Manage a payment plan or tuition plan from a client's profile
- Modify a client’s vaccination status
- Manage a client's account balance
- View a client’s Purchases page
- View a client’s Transactions page
- Change a client’s email address
- Change a client's notification settings
- Add or change a client’s profile image
- Pay using a post-dated check
- Complete guide to disabling, deactivating, and deleting client profiles
- Generate an account statement