WebThe Client Details screen is the place from which you can add, modify, and delete your PPS clients. Access this screen from the Client menu and choose Main Client Details or use … WebUse a stylus, mouse, or even your finger to handwrite a note. Select a handwritten note and then select Draw > Ink to Text to turn handwriting into typed text. Select a note and quickly …
Client profile (Business app) - Mindbody
Each client gets their own notes. You create and view notes one client at a time: 1. Go to the Clientsmenu. 2. Select the name of the client. 3. Select the Notes tab, then select + Add note. 4. Enter your note in the Add a note field. You can mention a team member with @[name]to notify them via email. 5. If you want the … See more Star important notes so they're easy to find at a glance: 1. Go to the Clientsmenu. 2. Select the name of the client. 3. Select the Notestab. 4. Select the star icon on … See more Keep in mind, editing a note overwrites everything. You can't recover the previous version. 1. Go to the Clientsmenu. 2. Select the name of the client. 3. Select the … See more Keep in mind, deleting notes is permanent. 1. Go to the Clientsmenu. 2. Select the name of the client. 3. Select the Notestab. 4. Select the ellipsis icon on the note … See more WebMagnify the screen; Change the name of your iPhone; Change the date and time; Change the language and region; Customize the Home Screen. Organize your apps in folders; Add … income related employment
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WebThe Item detail screen displays detailed information about a selected item. The item detail screen can be accessed by double-clicking an item from the staff catalog, or by searching … WebDec 22, 2024 · You can use notes to enter additional information in your vendors, customers, employees, and contact list reports. Here's a quick guide. Add notes for customers Go to Get paid & payor Sales, then select Customers(Take me there). Select your customer from the list, then select Edit. Select the Notestab, then add the information in the field. WebThe client Account Details screen contains a wealth of client knowledge and can be helpful when troubleshooting an issue with a client’s account. This screen is divided into three sections: Pricing Options, Contracts, and Gift/Debits. Each section can give you insight into how each client visits your business. Before you start income release switch on form