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  2. Client management
  3. Client details

Client details

  • Client login
  • See all sections...
  • How to add client booking notes to an appointment
  • How to add a new client record
  • Introduction: Blocking clients
  • How to restore a deleted client
  • How to edit customer records
  • How to manage client documents
  • How to view a client's appointment history
  • How to manage blocking clients
  • How to view and search for customers
  • How to add a new client via an appointment
  • How to add client notes
  • How to add alerts to customer records
  • How to merge duplicate clients
  • How to delete a client
  • How to identify and mark your client types
  • How to manage your clients via the iOS app

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