By Will and 1 other2 authors11 articles
Client ProfilesOverview of details included in the client profiles.
Client NotesHow to add or delete client notes in the client profile.
Client AccommodationsHow to add, view and remove client accommodations.
Account Credit: AdjustmentsHow to manually add or remove account credit balances right from a client's profile.
Managing Credit Card DetailsHow to manage credit card details in the client profile.
Merging Client ProfilesSteps on how to merge duplicate client profiles.
Scheduling AlertsSteps on how to create and manage scheduling alerts in the client profile.
Client List Filtering and ExportHow to filter and export client lists.
Blocking a ClientSteps on how to block a client from booking appointments online.
Appointment RatingsHow to enable and view client appointment ratings.
Referral SourcesHow to create, assign and review client referral sources.