Client Profile Overview

Follow these steps to find a client and see what's available in their profile.

Step 1 - Find a Client

1. Use the search box in the Clients area.
2. Search by name, email, or phone (this is the quickest way to find a client).
3. Click a client from the results to open their profile.

Step 2 - Use the Quick Actions

On the client's profile, you'll find a few quick actions:

1. Click their phone number to call or text them directly (mobile).
2. You can leave a quick note on the client, this is an internal note.
3. Click the pencil icon to edit the client, from here you can also Block the client or turn on Prepaid Required.
4. Click the trash can icon, next to the pencil, to delete the client.

Client details page

Step 3 - Check the Summary

1. The Summary section gives you a quick snapshot of the client; total sales, total appointments, and other basic analytics.

Step 4 - Check the Timeline

1. The Timeline section shows the client's upcoming and historical appointments and sales history.

You're All Set

That covers the basics of the Client area, searching for a client, the quick actions available on their profile, and reviewing their Summary and Timeline.

Both Applications  → Client → Search → Select Client