Home Client Management Dashboard Frequently Asked Questions - Managing Customers

Frequently Asked Questions - Managing Customers

Last updated on Nov 28, 2025

Q: Where can I find my customer list?
A: You can find your customer list in the "customer" section of the system.

Q: What information can I store about my customers?
A: You can store information such as their name, email, phone number, gender, and who referred them.

Q: How can I track the status of a potential client?
A: The system shows the "account status," indicating whether a prospect needs to be converted to a client or if a client is active.

Q: Can I see what services or products a client has?
A: Yes, the system displays the "account type" and the products associated with each client.

Q: Where can I find the payment link for a customer?
A: The payment link for a customer can be found in the customer management section.