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Client Details Tab
Client Details Tab

Client Labeling, Client Messaging, Client Contact

Mica Manson avatar
Written by Mica Manson
Updated over a year ago

The client tab contains all kinds of information and actions. You can:

  • Contact Info

  • Add CC email addresses

  • Setup a Billing Model

  • Add a payment method

  • View Payments

  • Add searchable/Reportable Labels - clients cannot see these

  • Message your Client

  • Add Notes

  • 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 it will archive/delete all family members

    • If you archive/delete a family member it will NOT delete the payment method on file for the family

    • Archived Clients - cannot access their portal or any information

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