The Dext Solo client page allows you to manage all of your Dext Solo clients and their businesses in one place.
You can add a client by clicking the + Add Client button at the top of the page.
Once you’ve added a client, the Dext Solo client page shows:
- Client name
- Practice code
- Number of Businesses a client has
- Status: The status of their response to your invitation to Dext Solo
- Actions: Edit a client’s settings by clicking the Manage button, then Edit client details.