Set up and manage the Clients that come to your business.

  • Browse to the Clients screen under the Clients menu.
  • You can use the Analyze button to check your Client database for missing information such as first or last names, email addresses and other important fields.
  • Use the Combine button to help organize your Clients by identifying and combining duplicate Client accounts.

Adding and Editing Clients

  1. Click New on the tool bar, or select an item to edit.
  2. Set the basic details for this Client, including name and contact information.
  3. Under Memberships you can select a Membership along with a Start and End date for the Membership.
  4. Click the Save button to save your changes.

The Details tab allows you record a variety of customer relationship information and other details for the Client.

  1. Under the Preferences section you can set the preferred Employee Gender or Employee. You will be warned if you book them on an Appointment that conflicts with this preference.
  2. Under the Contact Preferences section you can specify how the Client has specified that you may contact them. This is important to comply with local SPAM laws in your country. When adding Clients to a Contact List you can specify these requirements when filtering your list.
The Notes tab allows you to store any notes you may have for your Client.
  1. Click the New Note button.
  2. Select the Type of note you want to add. Booking notes appear on all Appointments for this client, and invoice notes will be added to their Invoices.
  3. Enter the Note content.
  4. Select Private, if this note should only be visible to the current user.
  5. Click the OK button to add this Note to the Client.
The Series tab allows you to track any outstanding and used Series this Client has purchased.

Allergies and Medical Conditions
Set up warnings so that Services with matching Allergies and Medical Conditions will be generate a warning if you attempt to book this Client onto that specific Service.
  1. Check the Allergies and Medical Conditions that should be associated with this Client.
The Appointments, Purchases, Documents and Receipts tabs gives you quick access to all Appointment and Purchase history for this Client.
  1. Adjust the Start and End date filters to view records for that period.

Deleting Clients

  1. From the Clients screen open the required item that you would like to delete.
  2. Click the Delete button on the tool bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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