Clients toolbar


Clients toolbar
1

Client Details

1. Client Details
Click Client Details to open the Client Details record when an appointment is selected
2

Find Client

2. 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
3

New Client

3. New Client
Click New Client to add a new Client into your database.
4

Attach Document

4. 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.
5

Attach Email

5. 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.
6

Record Phone Contact

6. Record Phone Contact
Record details of a Telephone Conversation as well as time the phone call.