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To find a client record and see their basic information as well as upcoming appointments, use the Lookup Client option under the Main menu. This will allow you to search by First/Last name, Company name, email address, home phone, cell phone, city, or county to find the client you’re looking for. You can also just hit the search button without applying any filters to generate your entire client list.
From the Lookup Client results, click on the Zoom In button to see the client's record.