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  1. EZFacility
  2. Client Management
  3. Clients

Clients

  • How to Log Client Activity in EZFacility Classic
  • How to Set Up Referral Categories in EZFacility Classic
  • Online Webinar - Client Management in EZFacility Classic
  • Online Webinar - Setting Up Client Relationships in EZFacility Classic
  • How to Create Activity Subjects for Tasks and Activities
  • Merging Duplicate Clients
  • Searching For a Client
  • Client Management
  • How to Export Client Demographic Information
  • Establishing Relationship Between Clients
  • Creating a Task
  • Assigning a Membership Number
  • Add or Edit Client Categories
  • Email Verification and Subscriptions For Clients
  • How to Add a Client's Photo to their Account
  • Managing Email Subscriptions on a Client's Profile
  • How to Generate an ID Card
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