Training Video: Understanding The Clients Page

In this video, we’ll take a quick look at the Clients Page and dig deeper into understanding what it has in store for you!

0:00 - Intro
0:44 - Profile Menu
2:06 - Matching Menu
3:57 - Intros Menu
4:33 - Timeline Menu
5:11 - Events Menu
6:14 - Photos Menu
6:35 - Videos Menu
6:52 - Finances Menu
7:20 - Contracts Menu
7:57 - Reminders Menu
8:24 - Files Menu
8:47 - Tasks Menu
9:00 - Surveys Menu
9:09 - Communications Menu
9:36 - Notes Menu

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Disclaimer: SmartMatchApp is SOC 2 compliant, ensuring the highest standards of security and privacy for your data. Additionally, we are not sharing any real public information in this video. All the information and accounts used in this tutorial are dummy accounts created solely for demonstration purposes. Thank you for watching and let's get started!