Customer Profiles in Timely
- How to add client and staff pronouns
- How to block a client
- How to view and search for customers
- How to add new customers
- How to scan or upload documents on the iOS app
- How to add notes to customers
- How to give staff access to photos via the Timely iOS app
- How to view, edit, or delete photos via the Timely iOS app
- How to add alerts to customer records
- How to upload or take new photos via the Timely iOS app
- How to import your client data into Timely