Clients Profiles & Intake Forms
By Emily and 3 others4 authors16 articles
- How to create your Client labels
- Clients and Membership Audit Logs
- How to add a picture to a Client profile?
- How to add date of birth to a client profile
- How to remove/ delete client details and orders
- How to see the Order history of a Client
- Client Profiles Page
- How to view a Client's Intake/Medical forms
- How to filter credits on a Client profile
- How to add a new Client
- How to lock a client profile
- Manage your client profiles