Reviewing existing client records, data, appointments, invoices, custom forms, and notes
1. In the GigaBook dashboard, hover over Client icon from the side menu and then selectthe client name.
2. In the client window, do the following steps:
- Click the Schedule tab to view previous and approaching appointments.
- Click the Invoices tab to view invoices.
- Click the Custom Form Answers tab to view the client’s responses to forms.
- Click the Notes tab to view notes for this client.