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ClientsOverview

Clients Overview

The Clients section is your central hub for managing everyone you work with. Store contact information, track activity, and maintain notes for each client.

Key Features

  • Client Database - Store all your client information in one place
  • Activity Timeline - Track all interactions and changes
  • Notes - Keep private notes about each client
  • Auto-registration - Clients are added automatically when they book online

Quick Navigation

Add a ClientView Client ProfilesActivity Timeline

Client Information

Each client profile can include:

Contact Information

  • Name (required)
  • Email - For confirmations and reminders
  • Phone - Primary contact number

Personal Information

  • Birth Date - Optional, for birthday reminders
  • Address - Location information
  • City, State, Country - Full address details

Notes & History

  • Private Notes - Only visible to you
  • Activity Timeline - Record of all changes

Accessing Clients

Click Clients in the sidebar to access the client list. From here you can:

  • View all clients
  • Search for specific clients
  • Filter by various criteria
  • Add new clients

Client List View

The client list displays each client as a card showing their name, contact information, and session count.

Use the search bar to find clients by name, email, phone, notes, city, or country.

Quick Actions

From the client list, you can:

  • Add Client - Create a new client record
  • Edit - Update client information
  • View Profile - See full client details
  • Delete - Remove a client

Privacy & Security

Client data is:

  • Encrypted at rest and in transit
  • Private to your account only
  • GDPR compliant - Export or delete upon request
  • Backed up regularly

Getting Started

  1. Add your first client - Create client records
  2. Set up client profiles - Add detailed information
  3. Book a session - Schedule your first appointment
Last updated on
Calendar SettingsAdding Clients