View and update client information

Step by step

1. 1

   Open a client profile

2. 2

   Review Client Information

3. 3

   Choose Edit and update authorized details

4. 4

   Save and confirm the profile summary

Annual statements

1. 1

   Open the client profile and choose Annual Statement.

2. 2

   Select the year. The current year creates a year-to-date statement.

3. 3

   Choose Download PDF for a client-ready file, Print for a paper copy, or Download CSV for a spreadsheet.

The statement includes non-cancelled sessions plus successful payments and refunds recorded during the selected period. Staff need both report and export access.

What to look for

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