The Client Account is the single source of truth for every person in your database. View and manage contact details, appointment history, financial balance, consent forms, treatment records, communication history, and preferences — all accessible in seconds from any device.
How It Works
01
Search for a client by name, phone, or email
02
The account dashboard loads with a full summary view
03
Navigate between tabs: Overview, Appointments, Balance, Forms, Files, Notes
04
Edit any section inline — changes save and sync immediately
Key Features
Unified Account Dashboard
Full Appointment Timeline
Financial Balance Summary
Communication History Log
Consent Form Archive
File & Photo Gallery
Treatment Record Access
Custom Notes & Tags
Pro Tips
Pin important notes to the top of a client account so all staff see them first
Use the communication tab to review all contact before a difficult conversation
Archive rather than delete old client accounts to preserve historical data