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4 articles in this collection
Written by Nate

Adding Clients/People

There are two ways to add a client/person to your dashboard: individually or in bulk.
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Written by Nate
Updated this week

Updating Client/Contact Profile

Updating information under a contact's profile.
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Written by Nate
Updated this week

Removing a Client/ Person

Should you wish to no longer take care of a person, or a duplicate profile was created, you can remove the person from your list.
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Written by Nate
Updated over a week ago

Adding A Spouse

How to add a spouse/partner to a contact profile
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Written by Nate
Updated this week
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