Clients
6 articles
Written by Kate Shove
Adding a client profile picture
How to add a personalised photo to your client's profileWritten by Kate Shove. Updated over a week ago
Checking a reminder has been sent
How to tell if your client has received a reminder, or resend itWritten by Kate Shove. Updated over a week ago
Editing a client's account balance
How to manually add or remove money from a client's account balanceWritten by Kate Shove. Updated over a week ago
Adding progress pictures for a client
How to add before and after pictures to your client's profileWritten by Kate Shove. Updated over a week ago
Updating a client's communication preferences so they do not receive marketing
How to exclude a client from future marketingWritten by Kate Shove. Updated over a week ago
Delete or anonymise a client
How to anonymise a client and remove their details from your systemWritten by Kate Shove. Updated over a week ago