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Clients: Creating a new client record
How to Create a Client Record (Webinar Recording)
Part 1: CLIENT RECORDS- Creating, Adding and Updating
How to Create Customer Material Info Record (CMIR)
Quickly create Notes in a client record (Xplan Notes Part 2 short version)
Navigating/Customizing a Client Record
The Client Record - Client Tab
Lesson 2: Learn how to Build a Job & Client Records Tracker in Excel.
The Client Record - Clinical Records Tab
Learn how to manage client records
Customize Client Record Forms | Add your own questions
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Last Updated: September 28, 2026
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