Browse all Client Management articles.
Add internal notes to a client profile that are visible only to the team.
Quickly book a new appointment for a returning client from the Clients page or Calendar.
Add a new client from the Clients page, fill in contact details, consent options, and VIP status, then save the record.
Update existing client details like name, contact info, notes, and custom fields from the Clients page.
Create custom fields to store extra client details like allergies, preferences, or IDs.
Search the Clients page by name, email, or phone number and narrow results with filters like client type and VIP status.
Mark clients as VIPs using the star icon in the Clients list and client details panel.
Combine two duplicate client records into a single, clean profile while keeping appointments, notes, and conversations.