Client Profile: Billing & Personal Details
Create, view and edit a client’s invoices, and keep their personal details, contacts and reminder settings up to date.
2 articles in this topic
Client profile: Billing
The Billing tab lists the client’s invoices.
4 min readClient profile: Profile
The Profile tab holds the client’s personal details, contacts, appointment reminder settings and AI chat access.
2 min readStill need a hand?
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