{"id":651,"date":"2015-01-19T14:38:49","date_gmt":"2015-01-19T14:38:49","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=651"},"modified":"2017-06-01T21:08:26","modified_gmt":"2017-06-01T21:08:26","slug":"open-an-existing-client-file","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=651","title":{"rendered":"Open an Existing Client File"},"content":{"rendered":"<div class=\"et_pb_section\">\n\t\t\t\n\t\t\t<div class=\"et_pb_row\">\n\t\t\t<div class=\"et_pb_column et_pb_column_2_3\">\n\t\t\t<div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<h3>Open an Existing Client File<\/h3>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<div style=\"width: 1080px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-651-1\" width=\"1080\" height=\"608\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/10\/Open-An-Existing-Client-File.mp4?_=1\" \/><a href=\"https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/10\/Open-An-Existing-Client-File.mp4\">https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/10\/Open-An-Existing-Client-File.mp4<\/a><\/video><\/div>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<p>To open an existing client file:<\/p>\n<p>1.\u00a0 Go to the <strong>Menu<\/strong> at the top of the page, go to the <strong>Clients and Contacts<\/strong> section, and select <strong>All Clients.<\/strong>\u00a0 This will bring you to the central list of client files.<\/p>\n<p>2.\u00a0 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.\u00a0 You can search based on the client&#8217;s name, current phone number, or Pirouette client number.<\/p>\n<p>3.\u00a0 When you open the client file, you&#8217;ll be at the <strong>Client Summary Page<\/strong>.\u00a0 Use the <strong>Next\/Back<\/strong> buttons to go to different sections of the file.<\/p>\n<p><strong>Tip:\u00a0<\/strong> if you misspell the client&#8217;s name in your search, the system won&#8217;t be able to locate the file.\u00a0 So if you&#8217;re not sure about how to spell the entire name, try entering just the first few letters of the first or last name &#8211; whatever you can enter accurately.<\/p>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<p><a title=\"The Client Summary Page\" href=\"https:\/\/roxysoftware.com\/?page_id=655\"><strong>Continue to the Client Summary Page<\/strong><\/a><\/p>\n<p>Back to <a title=\"Pirouette User Training Guide \u2013 Contents\" href=\"https:\/\/roxysoftware.com\/?page_id=523\"><strong>Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> <!-- .et_pb_text -->\n\t\t<\/div> <!-- .et_pb_column --><div class=\"et_pb_column et_pb_column_1_3\">\n\t\t\t\n\t\t<\/div> <!-- .et_pb_column -->\n\t\t<\/div> <!-- .et_pb_row -->\n\t\t<\/div> <!-- .et_pb_section -->\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":523,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-651","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=651"}],"version-history":[{"count":16,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/651\/revisions"}],"predecessor-version":[{"id":3142,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/651\/revisions\/3142"}],"up":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/523"}],"wp:attachment":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}