Reviewing existing client records, data, appointments, invoices, custom form answers, and client notes.

1. Navigate to Client Management Page.

2. Select the client you want to review.

3. In the window prompt, do the following steps:

  • Click the Schedule tab to view previous and upcoming appointments.

  • Click the Invoices tab to view all client's invoices.

  • Click the Custom Form Answers tab to view the client’s responses to the custom forms.

  • Click the Notes tab to view notes for this client.

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