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Timely Help Centre home page
  1. Timely
  2. Guides for Existing Customers
  3. Customers
  4. The Client File

The Client File

  • Client and Staff pronouns
  • How to view and search for customers
  • How to add or edit customers
  • How to view appointment history
  • How to view client product sales history
  • How to upload, view and download documents
  • How to add notes to customers
  • How to add alerts to customer records
  • How to upload, view and delete photos
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