Clients

Here we'll explore the different aspects of managing your Clients. Clients are the people who need the services your company provides. You'll find places to put all the information you need to track about the Client on the tabs of the Client form. Information about their schedule is in their Service form, which you can get to from the Summary tab. The Service form also contains information about billing details, like who is responsible to pay for the services.

You can get to your Clients either via the Client Lists (from the Clients menu) or using the Person Finder to get to them directly. The Person Finder (ctrl-F) is always available from anywhere in Rosemark, so it's often the best way to get to someone quickly.