Manage Clients


The “Manage clients” section is the place where you can manage all the clients in your branch or business, whereas the “Clients” tab is the place where you can manage the clients for which you are an active actor. This allows you to monitor the interventions and actions done by the professionals in your business to ensure your clients are getting the service and guidance they need to achieve their goals.

You can create new clients by clicking the “+ create” button in the top of the page. This allows you to create the client’s account and assign them to a branch and professional in your business.

Étienne Dubois

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