Clients FAQ

Common questions about adding, managing, and working with client records.

Adding Clients

How do I add a client?

Go to Clients
Click Add Client
Enter name, email, and any other details
Click Save

Adding clients →

What information is required?

The client’s name and surname are required. Email is strongly recommended for reminders.

Can clients add themselves?

Yes, when clients book online, they’re automatically added to your client database.

Can I import existing clients?

Yes. Bring your client list, and your appointments and services too, from a CSV, an Excel file or a calendar on any plan - see Importing Your Data. New clients are also created automatically when they book online, and you can add them manually from the Clients page.

Client Limits

How many clients can I have?

All plans include unlimited clients.

Client Profiles

How do I view a client’s profile?

Go to Clients and click on the client’s name to open their profile.

What information can I store?

Name (required)
Surname (required)
Email
Phone
Birth date
Address
Private notes

How do I add notes about a client?

Edit the client profile and use the Notes field. Notes are private and never shared with clients.

Client profiles →

Can I see a client’s session history?

Yes, go to the client profile and view the Timeline tab to see all sessions grouped by year.

Activity Timeline →

Editing & Deleting

How do I edit a client?

Go to Clients
Click on the client
Click Edit
Update information
Save

How do I delete a client?

Go to Clients
Click on the client
Click Delete
Confirm deletion

What happens when I delete a client?

Client profile is removed
Session history is preserved (shows “Deleted Client”)
Client count decreases

Can I recover a deleted client?

No, deletion is permanent. You would need to re-add them manually.

Searching & Organizing

How do I search for clients?

Use the search bar on the Clients page to search by name or email.

Can I filter clients?

You can search clients by name, email, phone, notes, city, or country using the search bar on the Clients page.

Can I tag or categorize clients?

Client tags are not currently available but may be added in future updates.

Data & Privacy

Is client data secure?

Yes, client data is encrypted at rest and in transit. Timeblu is GDPR compliant.

Can I export client data?

Yes, use the Data Export feature in Settings to export all your account data, including clients.

Data export →

What if a client asks for their data?

Use the data export in Settings and provide the relevant client information to them (GDPR right to access).

What if a client asks to be deleted?

Delete their profile from your clients list (GDPR right to erasure). Note: session history remains for your records but will show “Deleted Client.”

Online Booking & Clients

Do online bookings create clients automatically?

Yes, when a new person books online, they’re automatically added as a client.

What if someone books who’s already a client?

If their email matches an existing client, the booking is associated with that client. If not, a new client record is created.

How do I avoid duplicate clients?

Timeblu checks for duplicates by email when clients book online. Manually review and merge duplicates if found.