Client profiles, history and photos

Everyone who books online is added to Clients automatically (called Customers for trades). Each client has a profile with their full history.

Steps

1. Go to Clients. Search by name, phone or email, then click a client.
2. Click Add photo under their picture to set a profile photo.
3. In Add to their history, optionally pick Which visit? to fill in the service and date.
4. Fill in What did you do?, the Date and Notes for next time, and choose up to 8 Photos.
5. Click Save to history.
6. To edit their contact details, tags, birthday or Private notes, use the Details panel and click Save details.
7. To add someone who hasn't booked, click + Add client on the Clients page.

Good to know

• The History timeline shows every booking and every note or photo you've saved, newest first.
• The profile shows completed visits, total spent and when they were last seen.
• Photos and private notes are only visible to you and your team, never to the client.
• Saving photos depends on your plan, and some plans have a storage limit shown under Photos.
• Marketing permission boxes should only be ticked if the client agreed. Clients who tick the box when booking are marked automatically.