video1.0<iframe src="https://www.loom.com/embed/e38b883d565949b287584e3827d44c26" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e38b883d565949b287584e3827d44c26-5b7edf3acd47d948.gif144.491In this video, I walk you through how to access client information at a glance, using Amelia as an example. You'll see how to view basic details, notes, and the client's active status, as well as options to manage tasks and services. I also explain the importance of being cautious when deleting client profiles, as they cannot be recovered once removed. Additionally, I highlight the client timeline feature that tracks all significant actions related to the client. Please take a moment to familiarize yourself with these tools to enhance your client management experience.