How to create, edit, archive, or delete a client profile

Step by step

1. 1

   Open Clients and search by name, email, or phone before creating a record.

2. 2

   Choose New client only when no matching profile exists.

3. 3

   Use Edit / Settings on the profile to update contact and account details.

4. 4

   Use the available archive or delete action only after reviewing appointments, forms, invoices, payments, and memberships connected to the client.