Client View
Upon hitting the arrow button to the far right of the client card or anywhere else on the client card, you will be redirected to the client's informatio...
Thu, 3 May, 2018 at 8:34 PM
To go to the files page, you must first click on your desired client and find 'files' on the client's dashboard. You can add...
Thu, 3 May, 2018 at 8:36 PM
To access the billing page, click on the desired client on the client's page and click 'billing' on the client dashboard that appears. ...
Thu, 3 May, 2018 at 8:38 PM
To edit a client's billing information, first, go to the client's billing page. To access this page, click on the desired client and click 'bill...
Thu, 3 May, 2018 at 8:39 PM
The client calendar hosts all the events set for that particular client over a set time period. You can view these events by clicking on the desired ev...
Tue, 24 Apr, 2018 at 4:38 PM
Upon hitting the arrow button to the far right of the client card or anywhere else on the client card, you will be redirected to the client's informatio...
Thu, 3 May, 2018 at 8:42 PM
Upon hitting the arrow button to the far right of the client card or anywhere else on the client card, you will be redirected to the client's informatio...
Thu, 3 May, 2018 at 8:43 PM