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Client Management
All you need to know to manage your client list
9 articles
Share client notesClient note visibility, how to share a note or make it private, sharing notes with other stores
Client and appointment notesQuick notes, client/appointment notes. additional requests
Export your client listExport client list, client export fields
Delete a client file
How to block a client from booking online
How to merge client recordsHow to merge client records to avoid client profile duplicates
Send custom emails/SMS to your clientsHow to create/edit message presets, send messages and view the message history related to a client or appointment
Customize Thank You messages
Add a new client3 ways a new client file can be created