Clients
4 articles in this collection
Written by Nate
Written by Nate
Adding Clients/People
There are two ways to add a client/person to your dashboard: individually or in bulk.
Written by Nate
Updated this week
Updated this week
Updating Client/Contact Profile
Updating information under a contact's profile.
Written by Nate
Updated this week
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.
Written by Nate
Updated over a week ago
Updated over a week ago
Adding A Spouse
How to add a spouse/partner to a contact profile
Written by Nate
Updated this week
Updated this week