The ultimate goal of client management is to build and maintain good client relationships. The client profile tracks everything that a client does at your business, from their very first visit to their most recent purchase. These lessons will give you a fuller understanding of the client experience by taking an up-close look at each section of your client's account.
Client management
By the end of this course, you will be able to
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Navigate the client profile
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Identify used vs. unused sessions
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Troubleshoot client payments
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Find upcoming and past client visits
Please note: This feature is being released over time. If you do not currently see this feature in your site, you will see it later.