# View a client > How to view a client’s profile and take action from one place. Source: https://support.caspen.com/clients/manage-clients/view-a-client Documentation index: https://support.caspen.com/llms.txt ## Overview Get a clear, organized view of everything for one client. See all key details, update records, and create new items. - Review: notes, appointments, activities, progress notes, alerts, account balance, saved payment method, client details, and more. - Create items: appointment, activity, note, invoice, payment, form, letter, case, package, communication. - Edit client details: update name, contact details, and other fields. - Files: open the **Files** tab to upload and manage documents. --- ## View a client profile - Open **Clients**, locate the client and click **Actions** → **View** (You can also click the client’s name).

You will be taken to the client’s profile. The image below gives a quick glimpse of the client profile (top section).