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Clients
Setting up clients
35 Articles
Managing clients
97 Articles
Client Web App: Viewing, creating, or updating your goals
Managing a client’s goals
Goals
Manually creating a new lead
Merging profiles
Changing the priority of a client type
Adding or updating a client’s profile image
Signing an online waiver
Reactivating a client
Troubleshooting: Staff member cannot add contact logs
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