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?
Yes, import from CSV or JSON files:
- Go to Clients
- Click Import
- Select your file
- Map fields and import
Client Limits
How many clients can I have?
| Plan | Client Limit |
|---|---|
| Free | 20 |
| Pro | Unlimited |
| Premium | 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
- WhatsApp number
- 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 Sessions or History tab.
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?
Yes, you can filter and sort by:
- Name
- Last session date
- Number of sessions
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, you can export:
- All clients as CSV or JSON
- Individual client profiles
- Session history per client
What if a client asks for their data?
Export their profile and session history, then provide it 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 during import and 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
Import not working
- Verify file format (CSV or JSON)
- Check for required “name” column
- Verify encoding (UTF-8 recommended)
- Review error messages