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Clients Overview

Clients & Notes

Topics

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Home/Help/Clients & Notes/Clients Overview

Your Client List

The Clients page is the central hub for managing everyone you work with. From here you can view, search, and organize all of your client records in one place.

What You'll See

  • Client list with name, email, phone number, and last visit date
  • Search and filter to quickly find clients by name or contact info
  • Status indicators showing active vs. inactive clients

Key Actions

  • Click any client row to open their full profile
  • Use the Add Client button to create a new record
  • Sort by name, last visit, or date added to find who you need

Tips

  • Clients are automatically created when someone books through your online booking page
  • Use the search bar to filter by partial name or email
  • Inactive clients are hidden by default but can be revealed with the status filter
  • Export your client list for external use from the actions menu

Related Articles

Add a Client

How to create a new client profile manually.

Client Details

View and manage an individual client's profile, history, and notes.

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