Client Management
- How do I enter a starting balance for a client?
- How do I add a client?
- How can I track referral sources?
- How do I add a contact to my client?
- Can I have custom client IDs?
- How do I close or disable a client?
- Can I view the client type without having to go through the whole list and select them?
- What if I want to include a client's email address?
- How do I search for a disabled client?
- How do I add a payment to a client's account?
