On almost every place you see a client button or link there is easy access to that information. For example, on the Clients page, expand the client and click on the small red “edit” link.
On the Appointments page, for each client listed for that day, click to expand the appointment then click the [Edit] next to the client name. This will show all the info on the client including formulas, etc. On the home page where the upcoming appointment buttons are at the bottom. Click the appointment and choose the small red “Edit” next to the name on the far right. That will expose all client information. On the Appointment Add/Edit page, click the Formulas & Notes button to expose that data.