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
What information is required?
Only the client’s name is required. Email is strongly recommended for reminders.
Can clients add themselves?
Yes, when clients book online (Pro+), they’re automatically added to your client database.
Can I import existing clients?
Client import is not currently available. New clients are automatically created when they book online (Pro+), or you can add them manually from the Clients page.
Client Limits
How many clients can I have?
| Plan | Client Limit |
|---|---|
| Free | 20 |
| Pro | Unlimited |
| Max | Unlimited |
What happens when I reach the limit?
You won’t be able to add new clients until you delete some or upgrade to Pro.
Do deleted clients count toward my limit?
No, only active (non-deleted) clients count.
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)
- 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.
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.
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.
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.
Troubleshooting
Client’s email not saving
- Verify email format is correct
- Check for spaces before/after
- Try a different email
- Refresh and try again
Can’t find a client
- Check spelling in search
- Clear filters
- Check if client was deleted
- Use partial name search