Add and manage clients

Client records belong to the selected venue. Open Clients from the workspace menu.

Add a client

1. Select Add.
2. Enter the client’s name.
3. Add an optional phone number and email address.
4. Add an optional internal note.
5. Turn on Blacklist only when the client should be marked as blacklisted.
6. Save the client.

The client can also be found and selected while creating an appointment.

Find and review a client

Use the search field above the client list. The list is ordered by name and grouped by the first letter. Depending on the available data, it shows phone, email, number of visits, last visit and total spent.

Select a client to open their details. The card includes contact information, notes and a paginated visit history with appointment statuses.

Edit, blacklist or delete

Open the client and choose Edit to update their name, contacts, note or blacklist status. Blacklisted clients are shown with a crossed-out name and a Blacklisted label.

Choose Delete from the client actions and confirm the operation to remove the record.