{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/24eb189ac81d4b13aafe966b0609b372\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/24eb189ac81d4b13aafe966b0609b372-cf8cc99389edd728.gif","duration":86.763,"title":"Client Card Overview ","description":"In this video, I walk you through how to view and manage a client's card effectively. You'll see how to access the client's overview, including their services, status, and any relevant notes. I also demonstrate how to manage tasks related to the client and add custom tasks if needed. Additionally, I show you how to link to Company's House and the options to archive or delete a client. Please make sure to familiarize yourself with these features to enhance your client management process."}