View a client’s booked activities

Avatar
by Bruce Milne
Follow

From your 'My Hub' page (please see below)

Screenshot_2022-11-04_at_11.44.28.png

On the left hand side of your account, you will see the side menu in which you can select 'Contacts'.

Click the client profile

Screen_Shot_2019-10-11_at_15.40.22.png

And select 'Financials' from the list below the client profile picture followed by 'Sessions'

Screen_Shot_2019-10-11_at_15.48.57.png

Where you will see any sessions booked in with that specific client.

Screen_Shot_2019-10-11_at_15.49.39.png

 

Comments

0 comments
Article is closed for comments.