Clients
Understand client health
This guide explains how to understand client health and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Clients.
- You know the client account you want to add or update.
- You have access to the client name, ownership, billing source, and workspace details.
Steps
Choose the right scope
Open Clients and select the client account you want to add or update.
Confirm what the page is showing
Check the client name, ownership, billing source, and workspace details. Make sure the scope and date match the question you are trying to answer.
Understand client health
Interpret the client overview before deciding which module needs attention.
Open the supporting detail
Confirm that the change affects only the intended client workspace.
Record the next action
The client record is easy to find and is connected to the correct locations and account settings. Save or assign the next step instead of treating the summary as proof that work is complete.
EXPECTED RESULT
What you should see when you finish
- The client record is easy to find and is connected to the correct locations and account settings.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. Client records depend on your workspace permissions and on the source used to create or import them.
The result does not match the source
Return to Clients, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Understand client health FAQ
What does “Understand client health” help me do?
Interpret the client overview before deciding which module needs attention.
How do I know this task is complete?
The client record is easy to find and is connected to the correct locations and account settings.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. Client records depend on your workspace permissions and on the source used to create or import them.