View a client’s booked activities

July 29, 2019 09:24

by Bruce Milne

From your 'My Hub' page (please see below)

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If you go to the 'Menu' icon in the top right...

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then select 'Contacts' from the options

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Click the client profile

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And select 'Financials' from the list below the client profile picture followed by 'Sessions'

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Where you will see any sessions booked in with that specific client.

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