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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?