Clients
Clients
Your client list, profiles, notes and balances.
Add a client
Add a new client from the client list or while booking.
Find your way around a client profile
Visits, payments, packages, forms and notes in one place.
Write staff notes and feedback
Private notes for your team, and feedback the client can read.
See and settle a client's balance
What a client owes and how to take payment for it.
Manage a client's packages
See credits left, extend an expiry or adjust a package.
Manage a client's membership
Freeze, stop or change a client's membership.
Export your client list
Download your clients as a CSV file.
Delete a client
Remove a client and what is kept for your records.