Clients
Client details, contact information and service history.
4 guides
Where can I find a client’s history and formulas?Open Clients, search by first name, last name or phone number and select the person’s profile. The appointment history leads to saved mixes and formulas.4 stepsHow do I add a new client?In Clients, choose Add client, complete the person’s details and save the profile. You can also add a client directly in the field while creating an appointment.4 stepsHow do I find and edit client details?Search by first name, last name, phone or email, open the person’s profile and select Edit to update contact details or notes.4 stepsHow do I merge two profiles for the same person?Open the profile you want to keep, choose Merge duplicate, check what will be combined and confirm.4 steps