Client Details

To view a client's details, open the Clients app and select the client.

In addition to the client's name, email address, and phone number, the following information can also be stored in the client details.

Link copied
Profile Image

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

If client ownership is enabled, you can select the staff member who "owns” the client from the Owner dropdown.

Add the client's social media handles.

Keep track of additional client details, including:

Gender
Pronouns
Birthday
Alternative phone number
Referral source
Tags (This will allow you to filter the client list by tags. You can separate tags using a comma or a space.)

Add the client's home or mailing address.

Enable or disable appointment-related and marketing messages.

Appointment-related messages include automated messages and non-marketing flow messages.
Marketing messages include campaigns and marketing flow messages.

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

Add any client notes that will appear when booking, viewing, or checking out an appointment for the client.

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