Find a client

The client list is every person who has ever booked with you, with the things you most often need to know already on the row: when they last came in, how many times they've been, and what they've spent with you.

Searching

One box, three things. Type a name, an email address or a phone number and the list narrows as you go.

There's no search button and nothing to press — results appear as you type. A couple of letters is usually enough, and a whole name works as well: Maya Chen finds her, and so does Chen Maya. Each word has to match something, so a second word narrows the list rather than widening it.

Filtering

Search is for when you know who you want. Filters are for when you don't — when the question is "who hasn't been in for three months?" rather than "where's Maya?".

Filters narrow the list by things like when someone last visited, whether they've got something booked, and any tags you've put on them. They combine, so you can ask for something quite specific — everyone tagged as a colour client who hasn't been in since spring and has nothing in the diary.

That list is the starting point for a lot of useful work: who to call, who to put in a campaign, who's quietly drifted away.

Two records, one person

Duplicates happen. Someone books online with a work email when you've got their personal one, or they give a nickname at the desk and their full name on the form.

You don't have to pick one and lose the other. Open the record you want to get rid of, press ⋯ → Merge client, and choose the one to keep: their tags, their timeline, their Good to know lines and any account balance move across, and the duplicate is archived rather than deleted.

Past appointments and sales stay with the archived record, so it's worth doing early and in the right direction — When you have the same person twice covers both.