How to view your client's information
Simple steps on how to view your client's information.
Log in to your Mainstack Dashboard.
On the Home page, click on the Invoicing icon.
Click on Clients.
Search for a specific client via name or email address and click on the record.
There you go! You can proceed to view the record of your customers.
Related Articles
How to view student information
Step-by-step guide on how to view your student information Step 1: Log in to your dashboard Step 2: Click Product Step 3: Search for and click on the course Step 4: Click Student Your student list will be displayed. Click on a specific student to see ...How to View a Tribe Member's Details
Step 1: Log in to your account Step 2: Click on Tribe in the left sidebar Step 3: Click on the Members tab Step 5: Click the three dots beside the member's information Step 6: Click on View member to view their details.How to send a payment reminder to your client for an Invoice
Simple guide on how to send a payment reminder to your client for an unpaid invoice. Log in to your Mainstack Dashboard. On the Home page, click on Invoicing icon. Identify and click the invoice you want to send a reminder for. Next, click Send ...How to view Appointments
Step-by-step guide on how to view your appointments. Step 1: Log in to your dashboard Step 2: Click Products Step 3: Search for and click on the service, then Step 4: Click Appointments The insights of your appointments will be displayed.How to Send a Payment Reminder to Your Client for an Invoice
Step 1: Log in to your account Step 2: Click on Payments in the left sidebar Step 3: Click on Invoices Step 4: Search for the specific invoice or click on the Pending payment tab Step 5: Click on the invoice to view the details Step 6: On the invoice ...