> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/clients/view-a-client.md). # View a client How to view a client’s profile and take action from one place. ## 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).