Opening a staff member’s client profile

A client profile is created automatically for each staff member when their staff profile is created. You can view a staff member’s client profile to interact with them as you would any client at your business.

NoteYou can also access a staff member’s client profile by clicking the Search button  in the Top Nav Bar, entering the staff member’s information in the box, then clicking the staff member’s name in the list displayed.

To open a staff member’s client profile:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Staff.
  4. On the Staff menu, click Staff Members.
  5. Click the staff member whose profile you want to view. You may have to browse the list, use the Search option, or filter the list to find the staff member you want to view.
  6. Click the Action button , then click Switch to client profile. The staff member’s client profile is displayed.
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