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Where your client list comes from

Clients2 min read

Everyone you've served lives under Clients in the sidebar. Most are added automatically the first time someone books — and you can add or import people by hand too.

  1. 1

    Open Clients

    Click Clients in the left sidebar. You'll see everyone as cards, with a running total of how many clients you have at the top. Clients

  2. 2

    Clients build themselves from bookings

    When a new customer books an appointment (or buys a retail item), JaaTime creates their client record automatically — you don't need to add them first. Their name and phone come straight from the booking.

  3. 3

    Search and filter

    Type in the Search by name or phone box to jump to someone, or tap Filters to narrow by tags, booking count, total spent, birthday month or loyalty tier. Filters

  4. 4

    Sort and switch views

    Tap Sort to order by newest, name, most bookings or highest spending. Use the grid/list toggle beside it to change how the list looks. Sort

  5. 5

    Add one by hand

    Click Add Client, fill in the name and phone (email, birthday and notes are optional), then click Add Client to save. Add Client

  6. 6

    Import a whole list

    Click Import to upload a CSV or Excel file. Download the template, map your columns to the right fields, check the preview, then import. Import

Adding the same phone twice is blocked — you'll see a "Duplicate phone number" message, which keeps each customer to a single record.

Next in this topic

See a client's history and add private notesSet up intake forms clients fill in