Where To Find Client Info

You can find all sensitive information about your clients on our secure platform.

Here's how:

  1. Once you are signed in, select the button that says "clients" in the top right corner of your dashboard.

  1. The next page that will pop up is the directory of your clients in alphabetical order. Select the client you would like to view.


  1. On the top left of the screen, select the button that says "profile"

  1. You will then reach the client's profile which includes their sensitive information. You also can click "see paperwork" if you would like to view their intake forms.

🤔 Have questions? Just reach out to us at support@withours.com