Client Deposits / Client Accounts – Viewing the client’s balance
This document shows three different and easy ways to view the current balance for your client’s account.
Viewing the client’s current balance from the Calendar
- In the calendar select the client’s appointment.
- In the slide out menu, select the Client tab. The balance is shown here.
Viewing the client’s current balance from POS
- When at the POS screen look in the status box on the right, the client’s current balance is shown here.
Viewing the client’s current balance from their Client Overview
- Head to the Client Menu.
- Select the client’s name.
- The client’s account balance is shown here.