Client General tab

the general tab provides a complete overview of the client’s key information and recent activity it’s organized into clear sections and boxes, giving you an at a glance view of sessions, records, personal data, and more here’s what each section includes upcoming sessions quickly see the client’s upcoming scheduled session you can edit , cancel , or join the session using the available buttons, or add a new session directly from this section contact information when you click the edit button, a side panel opens where you can update the client's information, including first & last name , email , phone number , and more demographics when you click the edit button, a side panel opens where you can update the client’s demographic information, including date of birth , gender , relationship status , employment status , race and ethnicity , and religion feed track recent actions , sessions and activities assigned to the client assigned providers manage the list of providers linked to the client personal notes keep internal notes about the client for team reference these are fully editable and private files view , add , download and delete documents directly in the client’s profile