This is where you can register new clients and modify the details of existing clients. Clients can also be registered when you schedule an individual appointment in the Sessions section.
Articles in this section
- Clients Page
- How to add and edit a client record
- How to inactivate a client
- How to search and view clients
- How to identify clients in groups
- How to add a client via a session
- Creating sessions for a client
- Viewing a client's sessions
- How to add and edit case notes for a client
- How to find an existing invoice