Open an Existing Client File
To open an existing client file:
1. Go to the Menu at the top of the page, go to the Clients and Contacts section, and select All Clients. This will bring you to the central list of client files.
2. Select the client file from the list OR use the search field at the top of the page to search for the client file and then select it from the list. You can search based on the client’s name, current phone number, or Pirouette client number.
3. When you open the client file, you’ll be at the Client Summary Page. Use the Next/Back buttons to go to different sections of the file.
Tip: if you misspell the client’s name in your search, the system won’t be able to locate the file. So if you’re not sure about how to spell the entire name, try entering just the first few letters of the first or last name – whatever you can enter accurately.