The client tab contains all kinds of information and actions. You can:
Contact Info
Add CC email addresses
Add a payment method
View Payments
Add searchable/Reportable Labels - clients cannot see these
Run Transaction and Appointment reports
Add family members
Add a birthday - a reminder will pop up the day of their birthday
Send and receive messages to clients
Review account activities
Archive or Delete a client - to delete just one family member click on that family member, ACTIONS->delete/archive button
If you archive/delete the Primary Contact the system will archive/delete all family members
If you archive/delete a family member the system will NOT delete the payment method on file for the family
Archived Clients - cannot access their portal or any information
