Client Details

Mangomint allows you to store notes and information about your clients. To access a client's detail window and timeline go to the "Clients" screen and select the client you'd like to view.

In addition to the normal information collected for a client like name, phone number, and email address, the following information can also be saved to client details.

Profile Image Add a client profile image by clicking the “Upload” icon while creating the client, or click the "Pencil" button in the upper right above the client's name. If no image is added, Mangomint will use the client initials on a colored background as the profile image.

Social Media If available, you can enter additional client information for your records. Click the carets next to social media to add social handles for Instagram and Facebook.

Additional Details Under additional details you can keep track of more client details such as:

  • Gender

  • Birthday

  • Alternate phone number

  • Referred by

  • Tags (add tags to clients to be able to search the client list by tags)

 Address Save client home or mailing address if necessary

Appointment Notifications Enable SMS and Email appointment notifications for the client by clicking the toggles

Online Booking If necessary, a client can be blocked from booking appointments online. To learn more see: Block a Client from Online Booking

Client Notes Enter any notes you want to appear on the calendar screen when booking the client. Notes added in the client profile area can be considered as “Global” notes that will be visible from the calendar when booking or viewing an appointment.

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