Client Management
- ★ How do I enter a starting balance for a client?
- How do I add a client?
- How would I be able to track referral sources?
- How do I add a contact to my client?
- What does Flat Fee (All Users) do?
- Can I have custom client IDs?
- How do I close or disable a client?
- How do I pull up or view clients for each individual user 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?