How Do I Search For A Person

When you need to pull up an individual profile, use the search bar to complete this action.

1. Click on the Search Bar and type the info of the person you're looking for. You can search for people by:

  • First Name
  • Last Name
  • Email
  • Phone Number
  • Tags

2. Click on the person's name you want to view.

3. The person's Client Profile will then appear.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us