Review Services as a snapshot (Overview & Services)

There are two screens within the client's dashboard to view a snapshot of a client's services: 1) Overview and 2) Services 

1) Overview tab

Step 1. Navigate to the client profile

Step 2. Hover over a service on the Overview page to view additional service details

2) Services tab

Step 1. Select the Services tab from the Client Dashboard

Step 2. Review the list of services for the client