Overview #
You are busy driving your business so you shouldn’t have to spend more than a few seconds to find a client to contact them or look at their purchase history. Because of that, we made all your clients a few clicks away (goodbye long lonely walks to the POS).
How to Find a Client #
At the top of every single core page in our app you will see a white Search Your Clients bar at the top of the page. Here you can type in the first or last name of the client to pull up the results and find your client.
NOTE – here you will only see clients that are assigned to you pull up. If a client is not assigned, talk to your admin, and they can assign them to you.
Once the results pull up you simply click on the client, and it will take you to their profile where you can decide what you want to do next.
