← Manual

Clients and forms.

• Find a client

  Search by name from any page, or browse the list and its filters.

• Add a client

  Add someone who booked outside your website, then send them their form from their card.

• Check a client's form

  Read what a client has told you, and clear any health answer that needs a look.

• Send a client their form

  Email a client the consultation form from their card.

• Add a note to a client

  Keep a private note on a client's card, dated, that only you can see.

• Record a treatment

  Write down what you did, the products used and what they paid, so next time is quick.

• Download your client list

  Download your clients as a spreadsheet, or everything your back office holds.

Every name in the pictures is made up.

Next: Your day →