Manage clients and notes

Step-by-step guide

1. 1Go to Clients and search by name, phone, or email.
2. 2Open a client profile to review appointment and note history.
3. 3Add practical treatment notes after each visit.
4. 4Update contact info immediately when clients report changes.
5. 5Use clear note formatting so all team members can follow context.
6. 6Keep duplicates under control by checking before creating new records.