Client Management (Groups & Tags)
Organize your clients into groups and tailor their experience.
Active and Archived Clients
Merge clients
Client Groups
Change a Client's Group
Client Tags
Client Legal and Preferred Names
Change a Client's Email Address
Delete a Client Account
Client's Email Address Already in Use
Link Client Accounts to Indicate Relationship
Add a Contact to a Client's Account to Receive Notifications
Working with couples
Discharging Clients - Concluded
Discharging Clients - Inactivity and Other Reasons