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CounSol User Guide

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Clients

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Clients Table of Contents

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Bulk Client Info Import

Delete a Client

Search for Client

Search Clients By Insurance

View Client Birthdays

Edit Client Info/Details

Individual Client Portal Permissions

Change Client Email

Password Reset Email

Username Reminder

Make Clients Related

Set Client Rate

Set Session Limit

Individual Client Notification Settings

Client Notification Examples

Client Notification History

Add Client Insurance

Export Client Records

Export Client List/Info

Client Login Attempts

Client Registration Error Messages

Client Sticky Notes