Introduction to the Client Profile
The new Client Profile (beta) is now available in Xeppo. The Client Profile provides a holistic view of your Client, showing your connector data on employment, income, insurance and more in one useful location.
The Client Profile can be accessed from a Client or Group record, allowing you to see information on individual Clients or Groups as a whole. Each area is set out in an easy-to-read format, allowing you to easily view the information you need.
The below video provides a snapshot of the Client Profile and what information can be displayed from your connectors.
The Client Profile is currently in beta, so it will continue to grow and evolve. If you are interested in accessing the Client Profile for your practice, contact us at email@example.com