Find and manage your clients

Your clients live under Clients in the menu. The directory lists every client with their stage, last visit, number of visits, lifetime spend and next booking.

Step by step

1. 1Step 10:03

   Open Clients

   From the menu, open Clients.

2. 2Step 20:06

   Read the directory

   Every client, with their stage, last visit, number of visits, lifetime spend and next booking.

3. 3Step 30:15

   Use stages

   Click a stage to see just those clients, for example who to win back.

4. 4Step 40:30

   Find a client

   Search by name, email or phone, and click a client to open their profile.

5. 5Step 50:36

   Read their profile

   Visits, lifetime spend, last and next booking, no-show rate, and how often they come. Above them, their usual service and stylist.

6. 6Step 60:50

   Add a staff alert

   Use it for allergies, or anything the team must know before starting. Only your team sees it, here and on every appointment.

7. 7Step 70:58

   Check history and loyalty

   Visit history lists every booking with its service, stylist and value. Profile holds contact details, and Loyalty shows their points.

8. 8Step 81:09

   Add a client

   Click Add client, enter their name and phone, and save. New clients start under Never booked until their first visit.