Client Details
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 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, and they allow you to send campaigns and flow messages 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, and they allow you to send campaigns and flow messages 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 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.
Link copiedOnline BookingLink copied
If needed, you can block the client from online booking.
Link copiedClient NotesLink copied
Add any client notes 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.