Creating and Managing Clients
14 articles
Merge client profiles
Add a new client
Locate deactivated clients
Manually promote a client from a wait list
Convert a guest profile to a client profile
Reactivate a deactivated client
Export the client list
Manage a client’s contact history
Browse a client’s upcoming schedule
View a client’s attendance history
Client List
Change a client’s attendance status
Manage a client's credit card information
Manage a client’s ACH account information