Managing Clients On Mobile
If access to Clients is enabled for the account, the full client list and details are available directly in the Appointible mobile app. Perfect for those moments when the laptop is across the room and motivation is not.
Opening the client list
To see all clients in the mobile app:
- Open the Appointible mobile app.
- Go to Clients from the main navigation.
The same client list is also available on the web at Clients.
Searching clients
The search bar at the top of the client list makes it easy to find the right person quickly. The app supports searching by:
- Client name
- Phone number
- Email address
Just start typing and matching clients will appear instantly.
Search by name
To find a client by name:
- Tap into the search field.
- Type the client’s first name, last name, or both.
- Select the matching client from the results.
Search by phone
To find a client by phone number:
- Tap into the search field.
- Enter the full number or just the last few digits.
- Pick the correct client from the results.
Search by email
To find a client by email address:
- Tap into the search field.
- Type the full email or just the part before the @ symbol.
- Select the matching client from the list.
Viewing client details
From the client list:
- Tap the client to open the client details.
The Information tab shows key information such as contact details, recent appointments, and notes, and the Appointments, Notes, Photos, and Messages tabs show the full lists. On the web, the same information is available in Clients.
Rebooking from history
The Appointments tab lists the appointments the client has received. To quickly book a new appointment from this history:
- Tap the past appointment to open its details.
- Tap Book again to schedule a new time with the same service and client.
This is handy when the client says “Same as last time, please” and the brain draws a blank.
Viewing and adding notes
Client notes help keep track of preferences, history, and important details.
To see all notes for a client:
- Open the client’s details.
- Open the Notes tab to see the full note history.
To add a new note:
- In the Notes tab, tap the plus (+) button, or tap Add note at the bottom of the Information tab.
- Type the note text.
- Save the note to attach it to the client record.
On the web, notes and other custom information can be managed using Fields under Settings › Data.
Access requirements
Client management in the mobile app is only visible if access to Clients is granted for the logged-in user. If the Clients section is missing, I recommend checking with the account owner or admin to confirm permissions.