How do I access a client's profile in Moxie Suite?

This article reviews how you can access your client's profile in your Moxie Suite Account.

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Accessing a client's profile

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Accessing a client's profile

1. Log in to your Moxie Suite account using this link.
2. Within the Global Nav click Clients.

3. Once on the Clients page, you can use the search bar to find a client by name or phone number. 

4. After finding the desired client click on their card. 

5. You're now on that client's details page.

Ta da 😍 you now know how to find and open up a client's profile. Take some time to explore the various tabs. 

Watch the video below on accessing a client profile in Moxie Suite