1. From your Clients tab go ahead and click Business Clients.

2. Within your client list you can search using a name or phone number. You also have the capability to +Add & Merge Clients here.

3. Within your client profile there are 7 tabs of information:

  • Overview
  • Client Details
  • Appointments
  • Forms & Documents
  • Notes
  • Invoices & Receipts
  • Reminder & Notifications

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