Day to day
Client Profiles and Visit History
Viewing a client's profile and their complete visit history.
Each client has a profile page that consolidates their contact information, preferences, notes, and full appointment history in one place.
When a returning client books again, you want to know instantly how many times they've been in, what they had last time, and whether there's anything important to remember — allergies, a preferred staff member, a note from last visit. Having all of that on one page means you're never caught unprepared.
Accessing a Client Profile
- Go to Clients in the left sidebar.
- Search for the client by name, email, or phone.
- Click their row to open their profile.
You can also reach a client profile by clicking the client's name inside an appointment on the calendar.
Contact Details
The top section of the profile shows the client's editable contact details:
| Field | Notes |
|---|---|
| First Name | Editable inline |
| Last Name | Editable inline |
| Editable; required if originally set | |
| Phone | Editable with country code; required if originally set |
Make any changes directly in the fields. When you edit something, Save and Undo buttons appear in the header. Click Save to apply your changes, or Undo to revert everything.
Preferences
Two checkboxes control how the client receives automated messages:
- SMS marketing consent — Whether the client has agreed to receive marketing messages from your studio.
- Skip appointment confirmation reminders — Tick this if the client does not want automated confirmation and reminder messages.
These are saved as part of the client record and are respected by the messaging system.
Internal Notes
Below the contact fields is a collapsible notes area. Use it to record anything your team needs to know — allergies, preferences, follow-up reminders, anything. Notes are private and never shown to the client.
Click the notes area to expand it. Notes are saved when you click Save.
Visit Summary
The right-hand panel shows a quick snapshot of the client's history:
- Total Visits — Count of all past appointments
- Next Appointment — The next upcoming booking (date, time, and service)
- Last Visit — Most recent completed appointment (date and service)
- First Visit — The earliest appointment on record
Appointment History Table
Below the summary is a full table of all appointments linked to this client:
| Column | Description |
|---|---|
| Date | When the appointment was scheduled |
| Service | The service booked |
| Staff | Who performed or will perform the service |
| Cost | Price charged |
| Duration | Length of the appointment |
| Status | Completed, Cancelled, Upcoming, etc. |
Click any row in the table to jump directly to that appointment in the calendar.
Messages
If any message threads exist for this client, they appear in a Messages section on the profile. Each thread shows the channel (SMS or Email), the destination address, and a preview of the last message.
- To open a thread, click it.
- To start a new email, click the Email button in the page header.
- To view all messages, click the Messages button in the header.
Deleting a Client
Scroll to the bottom of the profile and click Delete client. You'll be asked to confirm before anything is removed.