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Help CenterClients
Clients
Your customer list and their history.
3 guides
- Where your client list comes fromEveryone 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.
- See a client's history and add private notesOpen any client to review every visit, purchase and loyalty detail in one place — and jot down private notes and tags only your team can see.
- Set up intake forms clients fill inIntake forms capture structured info — like a health questionnaire or a body-pain diagram — on a client's profile. Turn the feature on in Settings, pick your forms, and a new Intake Forms tab appears on every client.