To view a client’s profile:
Click on the Client's Name:
Navigate to the Clients section and click directly on the client’s name to access their profile.
Use the Search Bar:
Enter the client’s name in the search bar at the top of the screen. Select the client from the results to navigate to their profile.
In the client profile, you can access the following information:
Contact Details: View the client’s email, phone number, and address.
Upcoming Appointments: See scheduled appointments with dates and times.
Historical Appointments: Review details of past appointments.
Virtual Appointment Options: Access links for virtual sessions, if applicable.
Notes: View and add session notes and addendums.
Payment History: Review invoices, payments, and any outstanding balances.
This streamlined approach ensures efficient navigation and management of client information.