Show a client what you hold about them

Check the full business record, verify the requester, and explain what you provide or withhold.

1 min read · Updated August 28, 2026

In short

Verify the requester before disclosing personal information.
Review the client profile, notes, appointment activity, messages, photographs, and relevant payment records.
The client-list export helps review active client rows, but it is not a complete answer on its own.

Collect before answering

The request and a safe way to answer
The matching client record
Related appointments, messages, photos, and business records

Confirm the request and verify the client's identity using only what is reasonably needed. Do not send the answer to an address you have not verified.
Open the matching client record and review its contact details, tags, notes, consent choice, and appointment activity.
Check related messages, photographs, and payment records rather than stopping at the client row.
Answer in writing and explain any part you cannot provide and the legal reason.

The export does not show an archived client	Review the archived record separately. The client-list export contains active client rows.
I found information about another person	Separate that information before answering and disclose only what the requester is entitled to receive.

Related articles

Answer a client's privacy request — Handle a request to see, correct or erase information without deleting records another law requires you to keep.
Understand the client information you hold — Know what sits in your client records, what stays private, and why you may use it only for clear purposes.
Ask for consent with a clear purpose — Tell clients what you need, why you need it, and keep separate choices separate.
Use client photographs with care — Get a specific choice before publishing an identifiable client, and remove a photo when that choice no longer supports its use.