{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/abaf25c0a4c8446d9d94154c5aef8eef\" frameborder=\"0\" width=\"1728\" height=\"1296\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1296,"width":1728,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1296,"thumbnail_width":1728,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/abaf25c0a4c8446d9d94154c5aef8eef-14f23c3f1984d8be.gif","duration":137.792,"title":"Managing Client Profiles, Billing, and Activities","description":"This Loom explains how to manage a client from the clients list and review key details in the client profile. After clicking a client name, viewers can access an overview and tabs for billing, credits and gift cards, files, and activities, including communication, pipelines, finances, events, attendance, and workflows. From the profile, users can call, text, email, run a quick view, or complete a quick sale by entering an amount, adding a purchase note, selecting cash, check, or card, and clicking the blue button to finish. The billing tab shows vault ID, payment methods, and recent payments, while finance shows transactions, total spend, past due, and customer total tied to the client."}