 Client Details
Click Client Details to open the Client Details record when an appointment is selected
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 Find Client
Click Find Client to search for a Client, from here you can View Appointments including invoiced and cancelled details, Send an SMS, Attach Documents or Emails to the Client Record
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 New Client
Click New Client to add a new Client into your database.
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 Attach Document
Attach a Document to the Client Record, for example a letter created outside of Bp Allied or a document sent in by the client.
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 Attach Email
Attach an Email to the Client Record. Emails need to be downloaded from a web client into Outlook or something similar. Emails viewed only in a web client can not be saved to the client record.
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 Record Phone Contact
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