Clients

Adding and Deleting Clients

• Importing Clients from a Spreadsheet
• Adding a Client
• Quick Adding a Client
• Deleting a Client

Managing Client Records

• Adding a Client's Birthday
• Adding a Referral Source
• Adding and Removing a Client's Photo
• Adding an Emergency Contact for a Client
• Adding Notes and Reminders to a Client's Record and Appointments
• Messaging a Client
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Organizing Clients

• Filtering Your Clients
• Filtering Your Clients to Send Targeted Email Campaigns
• Adding Tags
• Removing Tags
• Viewing and Sorting Clients by Tags
• Merging Client Records
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Clients FAQs

• How Can I Track Referrals to Create a Rewards and Loyalty Program?
• Is There a Limit to the Number of Clients I Can Add?
• Can Clients Share an Email Address?
• Can I Search for Clients by Phone Number?
• Can I Share Client Records Between Business Profiles?
• Can I Change the Default Number of Entries per Page?
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