Client Profile Management
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      Profiles Tab - Clients

      Search Client

      This is where you are able to search for a Clients - this does the same function as clicking on the “Quick Links” - “Clients”

      Once either of these are selected it takes you here where you are able to search for Clients in the system and be taken to their details to update

      Add New Client

      This is where you are able to add whole new clients/trees - For more information on this process please follow

      Client Marketing

      Client Marketing is where you create notes regarding your clients - once select you are led to this page.

      You then need to search for a client to update their marketing notes

      As you can see here I have selected my Service Location and Updated my notes for Relationships and Objectives

      Other marketing notes included

      • Relationships and Objectives

      • Marketing Notes

      • Visits Notes

      • Communication Notes

      Please note you are able to update via the Management App -

      This is just a storage of information and this does not flow through in any other sections except here

      Client Compliances

      This takes you to our Client Compliance Feature and for more information please go to Client Compliance