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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?
Can multiple clients share the same email address?