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Client Management
Manage Customer Profile
Manage Customer Profile
Personal information, notes etc.
20 articles
Getting Started
Adding a new client
Edit client profile
Remove client
Search for customer
How to send liability waiver
Customer injuries
Customize information on account creation
Customer profile overview
Email and text preferences
Customer Profile
Reset password
Updating email address
Customer erase their own account
Merge profiles
How to add pronouns
Client Notes
What is the difference between a check-in, client and session note.
Add and manage check-in notes
Add and manage notes (client and session)
Client forms and fields
Build forms
Custom fields on client profile
Add and manage tags