Home > Clients > Client Reference
Detailed information about the client can be found on the tabs across the bottom half of the client record. Each tab holds
corresponding information about the client. You can sort the records on
each tab by clicking the column label.
The Appointments tab lists
all appointments –
completed or not –
related to this client. To view the complete details of the appointment,
double-click on it in the list.
The Sessions tab lists all sessions
– completed or not
– related to this
client. Double-click on a session to view the complete details or to modify
The Invoices tab lists
all invoices generated for this client. To view the complete details for
an invoice or to modify it, double-click on the entry.
The Online tab is used to quickly
reference this client's information for HoldMyMemories.com and InSpiredByYou.com.
The Summary tab lists important
details about the client. These include dates, financial
transactions, and referrals.