URL: https://www.mangomint.com/learn/client-details/

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[Client Details & Timeline](/learn/help-articles/clients/client-details-and-timeline/)

# Client Details

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You can view a client's details by selecting the client's name from an appointment, a sale, the **Inbox** app, or the **Clients** app, as shown below.

Appointment:

Sale:

**Inbox** app:

**Clients** app:

When viewing a client's details, you can select the pencil icon to add or update the client details outlined below (in addition to the client's name, phone number, and email address).

## Link copiedProfile ImageLink copied

Add the client's profile image. If no image is added, the platform will use the client's initials on a color background.

## Link copiedClient OwnershipLink copied

If [client ownership](/learn/advanced-settings-client-ownership/) is enabled, you can select the staff member who owns the client from the **Owner** dropdown.

## Link copiedSocial MediaLink copied

Add the client's social media information.

## Link copiedAdditional DetailsLink copied

Keep track of additional client details, including:

- Gender

- Pronouns

- Birthday

- Alternative phone number

- Referral source. Separate multiple referral sources using a comma or a space. Referral sources allow you to filter the [client list](/learn/navigating-the-client-list/), and they allow you to send [campaigns](/learn/client-filters-for-campaigns/) and [flow messages](/learn/client-filters-for-automated-flows/) to clients who were referred by a specific source.

- Tag. Separate multiple tags using a comma or a space. Tags allow you to filter the [client list](/learn/navigating-the-client-list/), and they allow you to send [campaigns](/learn/client-filters-for-campaigns/) and [flow messages](/learn/client-filters-for-automated-flows/) to clients with specific tags.

## Link copiedAddressLink copied

Add the client's home or mailing address.

## Link copiedMessaging PreferencesLink copied

Enable or disable appointment-related messages and marketing messages for the client.

- **Appointment-related messages **include [automated messages](/learn/help-articles/automated-messages/) and [non-marketing flow messages](/learn/flow-message-types/).

- **Marketing messages **include [campaigns](/learn/help-articles/campaigns/) and [marketing flow messages](/learn/flow-message-types/).

Clients whose appointment-related messages are disabled will still be notified at the time of booking if they book online.

## Link copiedOnline BookingLink copied

If needed, you can [block the client from online booking](/learn/block-a-client-from-online-booking/).

## Link copiedClient NotesLink copied

Add any [client notes](/learn/adding-notes-in-mangomint/) that will appear when booking, viewing, or checking out an appointment for the client.

## Can't find what you're looking for?

with us to talk to a real person and get your questions answered, or browse our [on-demand videos](/videos/).

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