Clients
How to Add, Manage and Organize Clients
Adding and Deleting Clients
Managing Client Records
- Adding a Client's Birthday
- Adding a Referral Source
- Adding and Removing a Client's Photo
- Adding an Emergency Contact for a Client
- Adding Notes and Reminders to a Client's Record and Appointments
- Messaging a Client
Organizing Clients
- Filtering Your Clients
- Filtering Your Clients to Send Targeted Email Campaigns
- Adding Tags
- Removing Tags
- Viewing and Sorting Clients by Tags
- Merging Client Records