Clients

The Clients section displays a list of all your clients, with the total number shown at the top. Each client entry shows:

Client Name: The client’s first and last name.
Phone Number: The client’s contact number.
Restricted Services Access: A lock icon indicating if they can access restricted services (shown only if you have restricted services).
Booking Count: A badge showing the number of bookings the client has made.

Searching for Clients

Use the search bar at the top of the page to quickly find clients by their name or phone number.

Viewing and Editing Client Details

  1. Click on any client in the list to open their details page
  2. On the details page, you can edit their contact information, add notes, and manage their settings
  3. Click the “Update” button to save any changes you make

Adding a New Client

  1. Click the “+” button located at the bottom right corner of the Clients page
  2. Fill in the client’s information in the new client form
  3. Click “Update” to add the client to your records

Viewing Booking History

  1. Each client has a badge showing their total number of bookings
  2. Click on the badge to view a detailed list of all their past and upcoming bookings
  3. Blue badges indicate the client has bookings, while gray badges show no booking history

Filtering Your Client List

Click the menu icon next to the search bar to access filtering options:

Filter Options:

  • View all clients
  • View clients without recent bookings
  • Set the time period for filtering (1-12 months)

Sort Options:

  • Sort by most recent booking
  • Sort alphabetically by name
  • Sort by newest clients first

Sending Service Reminders

You can send reminder emails to clients who haven’t booked services recently. In the menu, select “Send Reminders to Clients”.

How Service Reminders Work:

  • Client Selection: Choose between “All clients” or “Clients without bookings since [X months]”
  • Frequency Control: Set “Haven’t received reminder in last [X months]”
  • Client Preview: See a list of matching clients before sending
  • Quota Tracking: View your monthly limit, sent count, and remaining reminders
  • Send Bulk Emails: Click “Send” to email all matched clients at once
  • Message Customization: Customize reminder messages in Message Templates

Common Use Cases:

  • Remind clients it’s time for their regular service (e.g., hair treatment every X months)
  • Re-engage clients who haven’t booked in months
  • Promote seasonal services

Note: Service reminders are available only on paid subscription plans.

Managing Restricted Services Access

If your services are restricted to approved clients only, you can control which clients can access them:

  • Click the lock icon next to a client to toggle their access to restricted services
  • A highlighted lock icon indicates the client can access restricted services

Importing Multiple Clients

You can add multiple clients at once by copying and pasting from your worksheet:

  1. Click the menu icon and select “Import Clients”
  2. Copy your client data from your worksheet (Excel, Google Sheets, etc.)
  3. Make sure your data includes these columns in order:
    First Name | Last Name | Email | Phone | Address (optional)
  4. Paste your data into the import box
  5. Review the preview table to ensure your data is correct
  6. Click “Import Clients” to add them to your system

Note: You can import up to 100 clients at once. Any duplicate or invalid entries will be automatically skipped.