View a client

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

Overview

Get a clear, organised 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).