Client Management
The Clients panel is your client database. Every person who books through your page is automatically added here. You can view their history, add notes, and manage their information.
Where do I find my clients?
Go to Clients in the sidebar. You will see a searchable list of all your clients with their last booking date and total visit count.
How do I view a client profile?
Click any client name to open their full profile. You can see:
- Contact information (name, email, phone, birthday)
- Full booking history with dates and services
- Total amount spent
- Notes you have added
- Tags for organization
- Loyalty points (if referral program is enabled)
How do I add a client manually?
To add a client who has not booked online:
How do I add notes to a client?
Open the client profile, click ✏️ Edit Profile, and add your notes in the Notes field. Notes are private — clients cannot see them.
Great uses for notes: allergies, preferences, special requests, important health information.
How do I import clients from CSV?
The CSV must include: Name and Email. Phone and Birthday are optional.
How do I export client data?
On the Premium plan, you can export client data for GDPR compliance:
- Single client — click a client profile and click 📤 Export Data
- All clients — go to Audit Logs & GDPR and click 📥 Download All Clients CSV