Opening a client profile

In Staff view, you can find and open a client profile in two ways: using the Search box or using the client list.

To open a client profile using the Search box:

  1. On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the dropdown list of clients that is displayed, click the client’s name.

To open a client profile using the client list:

  1. On the Top Nav Bar, click the Clients button .
  2. In the list of clients that is displayed, find the client you want to open. You might have to filter the list or search the list to find the required client.
  3. When you find the client in the list, click the client’s name.
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