Find a client's record

Dashboard

1. Choose Customers in the sidebar.
2. Search by name, email, phone or reference, or use Show to see Blocked clients.
3. Choose the client.

Their record shows:

• Client: phone, email, address, date of birth, how they prefer to hear from you, their marketing answer, when they first booked, and how often they Didn’t come or Called off late.
• Who the visits are for: their pets, children or vehicles.
• Forms they’ve answered, and patch-test results.
• Visits, newest first.
• Notes, Messages, what they’ve spent, and their saved cards and payments.

From the top of the record you can Book, Email or Text them, Edit client, Block them, or Export what you hold about them.

iPhone and iPad

1. Tap Bookings, then Clients.
2. Search in Find a client and tap them.

In the app, a record shows contact details, who the visits are for, notes and recent visits. Tap to call, text or email them. To change a record, use the dashboard.

Android

1. Tap Bookings, then Clients.
2. Search in Find a client and tap them.

Add a client

On Customers, choose New customer, enter at least a name, email or phone, and choose Create customer. If they match an existing client, you’re shown that record. Open it, or choose Create anyway.

Clients who book on your booking page are added automatically.