How do I access Client Insights?
/ How do I access Client Insights?

How do I access Client Insights?

Quick answer: To access Client Insights, open your Workspace and use the left-hand navigation.

Details:

  • Go to Profile & Settings , then select Client Insights .
  • From there, you can explore detailed client data that helps you understand who is booking, how often, and how your services are performing over time.

Good to know: From there, you can explore detailed client data that helps you understand who is booking, how often, and how your services are performing over time.