Client management

List and search

Search by name, phone, or Client Reference Number. Profiles summarise total visits and first, last, and next service.

Client profile

• Client Details and contact information.
• Appointment History with service, staff, date, and amount.
• Private Client Notes for durable context.
• Private Appointment Note for one booking.
• Call Client and Create Appointment quick actions.

Quick add a client

1. 1

   Choose Add Client.

2. 2

   Enter a name and valid phone with the correct country code.

3. 3

   Add only optional details useful for your service.

4. 4

   Save, then Create Appointment if needed.