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Clients

There were 4 articles found in this category:

How do I override a client's access to their planner if the have been locked-out?
Resources > Clients: Locate the client you wish to override for by scrolling and finding the client or by typing their name in the search box above the client name column. Select client. Click their name to open their information. Click the "Edit" button once the client information screen h ...
How do I change a client password?
Resources > Clients: Locate the client you wish to change the password for by scrolling and finding the client or by typing their name in the search box above the client name column. Select client. Click their name to open their information. Click the "Edit" button once the client informati ...
Where can I see and edit additional phone numbers such as cellular/mobile or work?
Resources > Clients: Select the client you wish additional phone numbers for by scrolling and finding the client or by typing their name in the search box above the client name column. Once you have found the client, click their name to open their information. Click the "Edit" button once t ...
Is there a way to see your prospects / clients in alphabetical order?
Resources > Clients