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Client Management

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