Adding and Managing Clients

The Clients section is your contact database. Every person who books with your studio is stored here, with their contact details, preferences, and full visit history.

Keeping a tidy client list means you can pull up anyone in seconds, see exactly how many times they've visited, and reach out directly without hunting through old messages or paper records. Without it, you're relying on memory or scattered notes — and things slip through the cracks.

Adding a New Client

From the Clients Page

Go to Clients in the left sidebar.
Click Add (top right).
Fill in:
- First name and Last name — both required
- Email address and Phone number — you need at least one of the two, not both
- SMS marketing consent — tick this if the client has agreed to receive marketing messages from you
Click Add Client.

Only the two name fields are compulsory. The form asks for email or phone and accepts either — a client with just a phone number is fine, and so is one with just an email.

Adding a client by hand. Only the names are compulsory — the form takes email or phone and accepts either.

When Creating an Appointment

You can also create a new client directly from the appointment form:

In the Client field, type a name or email.
If no match is found, an option to Create New Client appears.
Enter their details and confirm.

Searching and Sorting

Go to Clients.
Use the search bar at the top.
Type a name, email address, or phone number. Results filter as you type.

The table supports sorting by Name, Contact, Appointments, and Preferences. On mobile, use the Sort dropdown to pick a sort order.

Reading the Client List

The list arrives showing three columns:

Column	What it contains
Name	Full name (or email/phone if no name)
Appointments	Total number of appointments on record
Last visit	When they were last in

The client list as it arrives: name, how many appointments they have on record, and when they were last in. Columns adds contact details, created date and consent badges.

Columns (above the table, top right) turns three more on:

Column	What it contains
Contact	Email and phone number
Created	Date the client was added
Preferences	Badges showing marketing and confirmation consent

The Preferences column shows two badges per client: one for SMS marketing consent and one for appointment confirmation reminders. Your choice is remembered, and desktop and mobile keep their own.

Opening a Client Profile

Click any client row to open their full profile. From there you can edit their details, view appointment history, and send messages.

See Client Profiles and Visit History for a full walkthrough of what's on the profile page.

Editing Client Information

Client details are edited directly on the profile page — fields are inline-editable. When you make a change, Save and Undo buttons appear in the header. Click Save to apply, or Undo to revert all pending changes.

Deleting a Client

Open the client's profile.
Scroll to the bottom and click Delete client.
Confirm the deletion in the dialog that appears.

Deleting a client removes their contact record. Past appointment history linked to that client is not deleted.