Key Steps
1. Open the Client Profile 0:00
Go to the Client List.
Locate the client you need.
Click the client’s name to open their profile.
Use this method whenever you need to review or update a client record.
2. Review the Client Profile Sections 0:08
After opening the profile, review the available sections:
Overview
Billing
Credits and Gift Cards
Files
Activities
Use these tabs to find the information you need without leaving the client record.
3. Use Client Communication and Quick Sale Tools 0:16
From the client profile, you can perform communication and sales actions:
Call the client
Text the client
Email the client
Open Quick View
Start a Quick Sale
To complete a quick sale:
Enter the amount
Add a purchase note
Select the payment method: cash, check, or card
Click the blue completion button at the bottom to finish the transaction.
4. Edit Client Contact Information 0:34
Click the Edit button to update client contact details.
You can change items such as:
Contact type (for example, employee)
Email address
Physical address
After making changes, click Submit.
Confirm the updated information appears correctly in the profile.
5. Review Billing Information 1:01
Open the Billing tab to view the client’s billing history and payment details.
Check for the following information:
Vault ID
Payment methods
Recent payments
Use this tab when verifying payment-related records for the client.
6. Check Credits and Gift Cards 1:15
Navigate to Credits and Gift Cards to review any gift card or credit-related information.
Use this section to confirm balances or related account activity tied to the client.
7. Manage Client Files and Photos 1:21
Open the Files tab to manage client attachments.
Add photos to the client’s photo gallery as needed.
Use this area to store supporting documents or visual records linked to the client profile.
8. Review Client Activity and Financial Records 1:31
Go to the Activity tab to review client history.
Available activity categories may include:
Credit record
Communication history
Pipelines
Finances
Events
Attendance
Workflows
Select Finance to view:
Paid transactions
Total spend
Past due amount
Customer total
Use the finance details to understand the client’s payment status and transaction history.
9. Locate Contact and Payment Details as Needed 1:58
If you need to find a client again, return to the Client List.
Click the client’s name to reopen the profile.
Use the profile tabs to access, contact, edit, and update the client’s information as needed.
Cautionary Notes
Verify all edits before clicking Submit to avoid saving incorrect contact information.
Confirm the payment method and amount carefully during a quick sale to prevent transaction errors.
Use the correct client profile before making changes, especially when multiple clients have similar names.
Review billing and finance details carefully before taking action on overdue or payment-related issues.
Tips for Efficiency
Use the client name in the Client List as the fastest way to access the full profile.
Keep the Overview tab open first to quickly orient yourself before moving to other sections.
Use Quick View for a fast check before making edits or completing a sale.
Add photos and files immediately after receiving them so the client record stays current.
Check Activity > Finance when you need a quick snapshot of spend, past due, and transaction history.
Link to Loom
Managing Client Profiles, Billing, and Activities - Watch Video
This Loom explains how to manage a client from the clients list and review key details in the client profile. After clicking a client name, viewers can access an overview and tabs for billing, credits and gift cards, files, and activities, including communication, pipelines, finances, events, attendance, and workflows. From the profile, users can call, text, email, run a quick view, or complete a quick sale by entering an amount, adding a purchase note, selecting cash, check, or card, and clicking the blue button to finish. The billing tab shows vault ID, payment methods, and recent payments, while finance shows transactions, total spend, past due, and customer total tied to the client.