Manage clients and notes

Article · 4 min

Every booking builds a client record you can search, tag and export.

Open Clients. Each person who has booked with you appears with their visits, spend, no-shows and next appointment.

Open a client to see their history, edit their details, add tags and write private notes (pin the important ones). Notes are visible only to you and, if you're in an organization, to its administrators.

Use Export CSV to download the list.

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