Your My Clients list provides you with an organized way to manage your clients. From this section, you can manage your clients by attaching a personal note to client profiles, easily access all sessions conducted with a particular client, initiate sessions with certain clients, add clients to your Favorite Clients list, locate your referred clients and even block clients from future contact. You can even view potential clients, the ones who marked you as favorite and allowed you to contact them, by using the 'Leads' filter.
- How are Clients added to your list
- Searching for Clients
- Clients that You are Unable to Contact
- Blocking Clients