Client Management
Creating A New ClientAdd a new client from the Clients page, fill in contact details, consent options, and VIP status, then save the record.
Finding Clients By Name Or PhoneSearch the Clients page by name, email, or phone number and narrow results with filters like client type and VIP status.
Merging Duplicate ClientsCombine two duplicate client records into a single, clean profile while keeping appointments, notes, and conversations.
Editing Client DataUpdate existing client details like name, contact info, notes, and custom fields from the Clients page.
Adding Client NotesAdd internal notes to a client profile that are visible only to the team.
Marking VIP ClientsMark clients as VIPs using the star icon in the Clients list and client details panel.
Booking Returning ClientsQuickly book a new appointment for a returning client from the Clients page or Calendar.
Extending Clients With FieldsCreate custom fields to store extra client details like allergies, preferences, or IDs.