Clients Overview
The Clients section is your central hub for managing everyone you work with. Store contact information, track session history, and maintain notes for each client.
Key Features
- Client Database - Store all your client information in one place
- Session History - View past and upcoming sessions per client
- Activity Timeline - Track all interactions and changes
- Notes - Keep private notes about each client
- Import/Export - Bulk import from CSV/JSON or export your data
Quick Navigation
Client Information
Each client profile can include:
Contact Information
- Name (required)
- Email - For confirmations and reminders
- Phone - Primary contact number
- WhatsApp - For WhatsApp reminders
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
- Session History - All past and upcoming sessions
- 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
- Export client data
Client List View
The client list shows:
| Column | Description |
|---|---|
| Name | Client’s full name |
| Email address | |
| Phone | Phone number |
| Sessions | Number of sessions |
| Last Session | Most recent appointment |
| Actions | Edit, view, delete |
Sorting & Filtering
- Sort by: Name, email, last session, session count
- Filter by: Has email, has phone, session count range
- Search: Type to search by name or email
Client Limits by Plan
| Plan | Client Limit |
|---|---|
| Free | 20 clients |
| Pro | Unlimited |
| Premium | Unlimited |
Approaching your client limit? Upgrade to Pro for unlimited clients.
Quick Actions
From the client list, you can quickly:
- Add Client - Create a new client record
- Book Session - Schedule a session with a client
- 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
- Add your first client - Create client records
- Set up client profiles - Add detailed information
- Import existing clients - Bring in your client list
Related Sections
- Creating Sessions - Book appointments with clients
- Session History - View client appointment history
- Activity Timeline - Track client interactions
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