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Client Management and Loyalty
Manage Customer Profile
Manage Customer Profile
Personal information, notes etc.
19 articles
How can I merge client accounts?
How can client's use credits on their account?
E-signature for Liability Waivers
Uploading Documents to Client Profile
Client Timelines
Client Notes
What is the difference between a check-in, client and session note.
Add and manage check-in notes
Add and manage notes (client and session)
Client forms and fields
Build forms
Custom fields on client profile
Add and manage tags
Getting Started
Adding a new client
Edit client profile
Remove client
Search for customer
How to send liability waiver
Customize information on account creation
Customer profile overview
Email and text preferences