Managing Clients
- Adding Clients Manually
- Importing Clients via Spreadsheet
- Associated Locations
- Edit Clients' Associated Locations
- Add Image to Client Profile
- Contact Permissions
- Client Notes
- Editing Client Records
- Apply/Create Labels
- Deleting Labels
- Merging Clients
- Duplicate Phone Numbers and Email Addresses on Client Profile
- Exporting Clients
- Client & User Profile Matching on the Public API