video1.0<iframe src="https://www.loom.com/embed/f10d81ceb78b41babc3f77e70da0976f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f10d81ceb78b41babc3f77e70da0976f-12a0edc7da8cdf5b.gif65.408In this video, I walk you through how to view a specific client's timeline. By clicking on the client and accessing their profile, you can find the Client Timeline button, which displays all relevant activities from the date the client was added. You'll see details like when services were added and emails sent. Additionally, I show you how to add notes for future reference, ensuring you stay updated on the client's status. Please take a moment to familiarize yourself with this feature for better client management.