Clients
One profile per client, with their visits, notes, files and privacy record, so whoever sees them knows their history.
- Where
- Sidebar › Clients › My Clients
- Who
- Everyone can find, add and read clients. Only the front desk archives and restores; only the Administrator deletes.
About this feature
My Clients opens on your active clients, 20 per page, newest first. Each row shows the name with phone and email, a warning if they often miss visits, when they became a client and their last visit. Policy not recorded or Policy out of date means their privacy record needs updating.
A client's profile has four tabs: Overview, Appointments, Files and Notes. Overview starts with a summary (last visit, next appointment, visits, no-shows and cancellations), then the current appointment, the About text, the latest note and the contact details.
N3EJobs you can do here 8 pages
Add a client
The client has a profile and can be booked.
Find a client in My Clients
You've found the client and opened their profile.
Write About and notes
What the team should remember about the client is on their profile.
Change a client's contact details
The client's phone and email are up to date.
Record that a client was shown your privacy policy
The client's profile shows they were shown the current policy, with today's date.
Archive a client Front desk
The client is out of the list and can't be booked, with their history and files kept.
Restore a client Front desk
The client is active again and can be booked.
Delete a client permanently Administrator
Everything about the client is gone, and their phone and email are free again.