Managing Clients
- How do I email a list of future appointments to a client?
- How do I show or hide the Client Spend total on a client's profile?
- How do I create a new client?
- How do I add client notes?
- How do I archive or remove a client from the system?
- How do I bulk archive/unarchive clients?
- How do I block / ban a client from booking?
- How do I merge a duplicated client?
- How do I give clients an automatic discount using a Client Category?
- How do I manually change an Outstanding Balance to a Deposit on a client account?
- How do I enable a rebooking prompt?
- How to create a patch test on a Client Card
- What is the purpose of Linked clients, and how do I link them?
- Accessing and Editing a Client Credit Account Limit
- How do I create, assign and remove client categories?
- How do I print a client's appointment history and future appointments?
- How do I make collecting new client details (email address/phone number) mandatory?
- How do I set a client data retention period for GDPR
- How do I set up a patch test period for online bookings?
- How do I manage corporate accounts in my salon?