Manage clients

Here's how to manage clients through your account manager dashboard.

By account manager

If you want to see just your own clients, click the My Clients tab.

If you are a senior account manager, and want to see the clients assigned to your colleagues as well, click the All Clients tab.

By client information

You can search for a client using their business name, subdomain, client name or client e-mail address by typing that information into the Search box and clicking the Search button.

Client status

You can choose to search for just active, inactive or demo clients using the drop-down menu.

What are active, inactive and demo clients?

When you first set up an active client, that client will receive a 30-day, fully functional, free trial of the software.  After that 30-day period has expired, you will be charged for that client.

Your practice won't be charged for inactive clients, but the client won't be able to access their account.

We have to set clients as demo for you.  These are dummy accounts that you use to show prospective new clients the software.  So if you need an account set as demo, please ask us.

Edit a client

To edit a client, find them on the list, then hover over that row with the mouse pointer.

You'll see two buttons appear on the right-hand side of the screen, Edit and Switch to.  Click Edit.

This lets you change any of the client's information you need to.  Remember that the company type can't be changed here.

Client overview

If you just want to see the client's mini-P&L from the overview screen, click the client's name on the list.

You'll then see the mini-P&L, and also a summary of the client's information.

Access the client account

From the list of companies, hover over the client's row with the mouse pointer, and click the Switch to button.

Or, when you're looking at the overview, click the Switch to button.

This will take you into that client's account so that you can view their information and make entries such as journals for your client.