Clients
Learn how to manage your client profiles, details, histories, appointments, purchases; learn the Client Capture Form, record inactive clients, delete and undelete clients, and more.
- How to Find and Use the Client Card
- Managing Client Loyalty Points from the Client Card
- Viewing a Client's Future Bookings
- How to Stop or Block a Client
- Viewing Client Campaign History
- Uploading and Managing Client Images and Files
- Client Activities: Tracking Appointment Updates and Deletions
- Managing Client Account Balances: Adding, Viewing and Clearing Credits
- How to Create, Assign and View Client Categories
- Accounts Overview
- Recording and Viewing Client Notes
- Recording and Viewing Client History: Appointments
- Merging Duplicate Clients
- Deleting and Undeleting a Client
- Recording Inactive Clients with Client Categories