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Clients

6 articles
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Written by Kate Shove

Adding a client profile picture

How to add a personalised photo to your client's profile
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Written 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 it
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Written 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 balance
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Written 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 profile
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Written 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 marketing
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Written by Kate Shove. Updated over a week ago

Delete or anonymise a client

How to anonymise a client and remove their details from your system
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Written by Kate Shove. Updated over a week ago
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