Adding and Deleting Clients
Managing Client Records
- Viewing a Client's Appointment Activity
- Viewing a Client's Credits
- Managing Cards on File in a Client's Record
- Adding Notes and Reminders to a Client's Record and Appointments
- Adding a Client's Birthday
- Adding a Referral Source
Organizing Clients
- Filtering Your Clients
- Filtering Your Clients to Send Targeted Email Campaigns
- Adding Tags
- Removing Tags
- Exporting Clients by Tag
- Viewing and Sorting Clients by Tags
Clients FAQs
- How can I download a client's record for a legal request?
- Can Clients Share an Email Address?
- How do I manage a Deceased Client's Record?
- Is There a Limit to the Number of Clients I Can Add?
- Can I Search for Clients by Phone Number?
- Can I Share Client Records Between Business Profiles?