Manage clients

Add, edit, and organize your client records.

Articles

This guide shows how to add clients by creating profiles that store their information in one place.

How to view a client’s profile and take action from one place.

Learn how to edit or update client details.

Archive a client to remove them from your active client list.

Add notes to client profiles so your team can track key details.

Make key information visible to your team at a glance.

Add allergies, intolerances and medications to a client profile.

Learn how to merge two client profiles into a single record to remove duplicates.

Complete list of client fields with descriptions.