Client List

Adding Clients

• ★ Importing clients from a spreadsheet
• Creating a Client in your Client List
• Using "Quick Add" to Create Clients
• Adding an emergency contact number to a client's record

Managing Client Records

• Tracking client referrals and establishing a loyalty program
• Client referrals and loyalty program tracking
• Viewing client Birthdays
• Messaging a client
• Viewing a client's Credits
• Adding a Source to a Client's Record
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Tools for Organizing a Client List

• ★ Deleting a Client
• ★ Merging duplicate client records
• ★ Campaigns: Emailing selected clients from your Client List
• ★ Filtering your Client List
• Finding duplicate records in your Client List
• Exporting a list of your clients
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Client Photo Wizard

• Manually adding a photo a client's record
• Removing a client's photo

Client List FAQ's

• Why do I have duplicate tags in my Client List?
• Is there a limit to the number of clients I can add to my Client List?
• Does my client see the photo I've assigned to them?
• Is it possible to share clients amongst businesses?
• Can multiple clients share the same email address?