Step 1: Open All Clients
From the Frontdesk, go to Clients > All Clients.
This is your starting point for managing customer accounts.
Step 2: Search for the client
Use the search bar to look up the specific client you want to access.
Type the client’s name and locate them in the list.
Step 3: Open the account options
On the right side of the client’s profile, click the three-dot menu to open more options.
From the dropdown menu, select Login to Account at the bottom.
Step 4: Access the client’s account
A new tab opens, logging you directly into that customer’s account.
You can now explore and view the platform exactly as the customer would.
✅ That’s it! You’re now seeing exactly what your customer sees on their profile.