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  1. MassageBook
  2. Clients
  3. Managing Client Records

Managing Client Records

  • Viewing a Client's Appointment Activity
  • Viewing a Client's Credits
  • Managing Cards on File in a Client's Record
  • Adding Notes and Reminders to a Client's Record and Appointments
  • Adding a Client's Birthday
  • Adding a Referral Source
  • Adding and Removing a Client's Photo
  • Messaging a Client
  • Editing Message Settings per Client
  • Adding Store Credit
  • Subtracting and Removing Store Credit
  • Flagging a Client to Prevent Them from Booking Online
  • Uploading Documents to a Client's Record
  • Adding an Emergency Contact for a Client
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