Onboarding
Client Tab Walkthrough
Instructions
This video covers how to manage clients. Key features and functionality in the Clients tab include: *Types of clients: active, inactive, suspended, info course *Client communication (all in one place!) *Client settings *Client billing *Client activity log *Client session notes *Course map for each client *Custom tasks for individual clients *Accessing client view through Impersonation *Adding new clients through direct entry, CSV import, or Zapier Experience the Clients tutorial here!