The Client Profile is a central place to store key client information, including contact details, personal info, and emergency contacts.
Go to Clients → Client's profile
Select Profile tab (left sidebar)
Fill in your client's details like full name, contact information, emergency contacts and more. Nothing entered here will be visible to your client except for their name.
Remember to save your changes
Tips: While the client profile is straightforward to fill out, here are a few helpful notes:
Contact & Emergency details: Use the phone or globe icon to select the appropriate country code.
Date of birth: Click the calendar icon to select a date. The client’s age will appear automatically in the profile header once saved.
Private information: All information, with the exception of names that are used in correspondence, is saved here for internal use only and is never visible to the client.