Clients & Contacts

Manage client records, upload files, send intake forms, write progress notes and more.

14 articles in this collection
Written by Splose

Clients

Add a client

Add a client to your workspace.

Written by Splose
Updated over a week ago

Update details for a client

Rectify any inaccurate details for a client so that details are always kept up-to-date.

Written by Splose
Updated over a week ago

Archive a client

Archive a client to remove them from your client list.

Written by Splose
Updated over a week ago

Permanently delete a client

Remove a client and associated information from your workspace. This action cannot be undone.

Written by Splose
Updated over a week ago

How to merge clients

Merge two client accounts to get rid of double ups

Written by Splose
Updated over a week ago

Record an individual client's contact preferences

Record how specific clients prefer to be contacted, which overrides your global business contact settings.

Written by Splose
Updated over a week ago

Collect client consent to your privacy policy with online forms

Ask your clients to read and accept your privacy policy before submitting an online form. Responses update the client's details.

Written by Splose
Updated over a week ago

Contacts

Add a contact

Add contacts to your workspace to send invoices to, take payments, store account credit and assign to cases as referrers.

Written by Splose
Updated over a week ago

Archive a contact

Remove a contact from searches by archiving them.

Written by Splose
Updated over a week ago

Upload and store files securely

Upload files for a client

Drag and drop multiple files at once, and continue working while files upload.

Written by Splose
Updated over a week ago

View and print files for a client

Quickly access and print files, right from your workspace.

Written by Splose
Updated over a week ago

Rename a file

Update the name of files, regardless of the file name originally uploaded in Splose.

Written by Splose
Updated over a week ago

Delete client files

Delete files that are no longer needed and free up storage.

Written by Splose
Updated over a week ago

Restore recently deleted client files

Recover previously deleted files within 30 days of deletion.

Written by Splose
Updated over a week ago