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!