Click People to access client profiles. Clicking on a client's name will bring up their client profile page, which will display information specific to that client. This includes their phone number, address, and the time zone in which they last logged in.
Under the Providers section, you'll see which providers a client is assigned to within your practice, and their default payment amount per session. If you need to assign an additional provider to the client, click + Add Provider. If you don't see the + Add Provider option, that means the client is already assigned to all providers on your account.
The Appointments tab will show you a list of all scheduled past and future appointments with that client.
The Sessions tab will show you a list of all sessions you have had with that client, as well as the precise start and end time of the session. Sessions only appear here if both you and the client actually joined the session.
The Payments tab shows a list of payments received from a client. Payments are only displayed here after they've been completed.
The Documents tab shows a list of all files you've shared with the client or that the client has shared with you. You can also drag and drop a file here to immediately share it with the client, or download previously shared files.