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  1. Jisti App Help Desk
  2. Using the Jisti Application
  3. Managing Clients

Managing Clients

  • 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
  • Creating an invoice for outstanding sessions for a client
  • How to send an SMS and an email to the client

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