Admin Guide

Clients section

Reviewing client profiles and intake data.

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Managing accounts and intake records

The Clients section lists every registered account. Select a client to open their details: their intake answers, subscription and payment status, and the account controls.

From a selected client you can review a submitted intake, verify a client email manually, check the client AI usage, run a full intake reset, or delete the account.

What would you like to do next?

Create your account, browse quick answers, or send us a request.