Clients Management program

Tutorials

Adding a New Client from the POS Sales Screen

Managing Clients’ Portal Permissions

Add a Payment Credit

Editing a Client’s Payment

Deleting a Client’s Payment

Delete a Client’s Payment

Creating a new Appointment

Scheduling an Appointment through a Client’s File

Adding Notes and Attachments to a Client’s File

Creating an Estimate from a Client’s File

Creating a Work Order from a Client’s File

Assigning a Staff Member to a Client

Adding a Payment Credit for a Client

Suspending a Client

Adding a Client

Editing a Client’s File

Adding a Client’s Photo in their File

Logging in as a Client

Assigning a Status to a Client

Displaying a Client’s Transaction(s)

Displaying a Client’s Activity Log

Managing a Client’s Opening Balance

Managing a Client’s Credit Limit

Importing Clients’ Records

Deleting a Client

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