Clients
Everyone who books with you, everything you know about them, and how to find the right one in two seconds flat.
Start here
- Find a clientSearching by name, email or phone, and narrowing a long list down with filters when you don't know who you're looking for yet.
- Add a clientWhat you actually need to type to create someone, what you can leave for later, and the message settings that decide what they're allowed to be sent.
- The client recordThe four numbers at the top, the four tabs underneath, and how to read someone's whole history with you in about ten seconds.
Knowing them
Their money
Housekeeping
- When you have the same person twiceTwo records, one client. How to spot it, what merging actually moves, and why it's worth doing before the history gets long.
- Consent, privacy and deleting someoneWhat each client has agreed to receive, how to stop them booking online, and what happens when you remove them.
Can’t find what you’re looking for?
Book a 20-minute walkthrough and we’ll answer it on a screen share — or start free and try it on your own salon’s data.