Add date of birth and payment details to client quick view

Display more client information in the quick-view section that appears when clicking on a client's name. Currently this section shows only basic contact information such as phone number and email address. Add:

• Date of birth: having this readily available without opening the full client profile would be especially useful for verifying client information.

• Insurance or payment type: displaying the client's insurance provider or indicating whether they are self-pay would make it easier to quickly identify their billing information.

Ideally this information would be pulled directly from the client's existing profile so it would not require any additional data entry. As a therapist and practice owner who frequently needs to reference client information throughout the day, having these details available at a glance would save time, reduce unnecessary clicks, and make managing scheduling, billing, and administrative tasks more efficient. This would be a small but incredibly helpful improvement to the overall workflow in Upheal.