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

• ★ 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
• Viewing a group of tagged clients
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Clients FAQs

• Is There a Limit to the Number of Clients I Can Add?
• Can I Search for Clients by Phone Number?
• Can I Change the Default Number of Entries per Page?
• Do Clients See the Photo that Was Added to Their Record?
• Can I Share Client Records Between Business Profiles?
• How Can I Track Referrals for a Loyalty and Rewards Program?