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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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Filtering Your Clients
Filtering Your Clients to Send Targeted Email Campaigns
Viewing and Sorting Clients by Tags
Merging Client Records
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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?
Do Clients See the Photo that Was Added to Their Record?