Managing Clients
- Clients Page
- How to add and edit a client record
- 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
- Creating an invoice for outstanding sessions for a client
- How to send an SMS and an email to the client