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How do I access my client's personal details

Steps to access client personal information

Follow the steps below to access your client's personal details:

  1. Click the CLIENTS tab.
  2. Search for the client you wish to view and click on their profile.
  3. Once you are on the client's profile, click on their avatar/profile picture.

    Screenshot 2026-07-15 at 3.28.53 pm

  4. A widget will pop up with the client personal details.

Screenshot 2026-07-15 at 3.26.44 pm