How it all works.

Clients

Client records, the client portal, forms, contracts and the emails clients get.

• The Clients list
• A client's page
• Private notes and client details
• The client portal
• Form and contract templates
• Sending a form or contract
• E-signatures and the signed record
• The session questionnaire
• Sent emails and the automatic emails
• Inquiry follow-ups
• Notifications and the daily digest
• Deleting a client or erasing their details
• Keeping client data private