Find and open a client record
Find the right person in SaleSystem and open their details, without digging through separate files.
20-second silent walkthrough with on-screen steps. Recorded in a demo workspace; your menu may look a little different. Use full screen for a closer look.
Read the video transcript · Download video
Follow these steps
Search for the client
Open Clients. Use the search box to find someone by name, email or phone.
Open the matching record
Check the name and contact details, then click the client row.
Check the client details
The General tab opens with the client record. Check that you have the right person before editing their information or booking a visit.
Next: Record an inventory count →
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