Overview
Check out the interactive video below to learn how to create a client chart in desktop.
The client management area is where you create/edit a client profile, view appointments, take payments, and more. This area is for creating and managing client accounts in PIMSY.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please refer to our article on How to Set Up Client Charts to learn more
Creating a Client Chart in Desktop
Watch this interactive walkthrough to see step-by-step instructions for creating a client chart in the desktop application.
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