Reviewing Clients
3 Docs
Reviewing Clients
Last Updated: July 15, 2026After searching for clients, you can view all the information found on client records, add or modify that info. Basic Info: Shows the basic info about the client. Including name, address, phone numbers and email addresses, and allows you to update as necessary. For more information on client records, click here. Family: Shows all Family...
Client Phone Calls
Last Updated: July 15, 2026After finding the Client you were looking for, to add a New Call,
Adding records to the Client
Last Updated: July 15, 2026From the Client record, use the New icon to add new points of contact with your clients or book an appointment or session. New Calls: After selecting New > Call, you simply fill out the fields as you wish. Any field that is auto-filled based on information you set up in the Desktop app will...