Manage client profiles

What this feature helps with

Keep contact details, preferences and booking history organized.

Step-by-step

1. Open Clients and search for a fictional profile in QA.
2. Review contact and booking information.
3. Update a field through the supported edit action.
4. Check that only authorized staff can see the record.

Check your setup

• Avoid duplicate client records.
• Protected health data belongs in RL Health, not general RL notes.