# View a client

## 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.

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## View a client profile

* Open **Clients**, locate the client and click **Actions** → **View** (You can also click the client’s name).

<figure><img src="/files/TNK0WEtJBcv8sm7iJRVz" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/cDeRD9KJGWATS8PnlNob" alt=""><figcaption></figcaption></figure>


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