Clients
Clients are automatically created when appointments are booked. You can also add clients manually.
Client details
Section titled “Client details”Each client record includes:
| Field | Description |
|---|---|
| Name | Client’s full name (required) |
| Used for confirmations, reminders, and payment links (required) | |
| Phone | Used for SMS reminders (optional) |
| Notes | Private notes visible only to you (optional) |
Adding clients
Section titled “Adding clients”Clients are created in two ways:
- Automatically — when you create an appointment with a new email address, or when a client books online
- Manually — from the Clients page, tap Add Client and enter their details
Client profile
Section titled “Client profile”Each client has a profile page showing:
- Their contact details
- A full history of appointments (past and upcoming)
- Any documents shared with them
Creating appointments from a client profile
Section titled “Creating appointments from a client profile”Tap New Appointment on a client’s profile to create an appointment with that client pre-selected. This saves time when booking repeat clients.
Client list
Section titled “Client list”The Clients page shows all your clients in a searchable list. Each card displays:
- Client name
- Email address
- Number of appointments
Tap a client to view their full profile.
Notification preferences
Section titled “Notification preferences”Clients can receive notifications via:
- Email — confirmation, updates, reminders, receipts
- SMS — reminders (requires an active subscription and the client having a phone number)
- Both — email and SMS
- None — opt out of all notifications