View Client Profiles in Events

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click Events in the navigation bar.

Step 2: Locate the event for which you want to view the client profiles and click the eye icon under the Action column to view the event detail.

Step 3: Click the Children View tab from the list of available tabs.

Step 4: Click the eye icon next to the parent name to open and view the profile.

You can view all details related to the client profile under the Profile tab.

Help center

Help center

View Client Profiles in Events

Access client profiles directly in Events to review detailed client information without leaving the current view. This provides quick visibility into the associated client while managing or reviewing event records.