Handle client information responsibly
Know what you may use client information for and where you need consent.
1 min read · Updated August 28, 2026
In short
- Use client information only to provide and manage the service they asked for.
- Marketing needs the client's agreement, and their do-not-contact or unsubscribe choice must be respected.
- Limit access, correct inaccurate information, and keep only what you need.
Client information is entrusted to your business so you can provide and manage their service. Booking someone does not automatically give you permission to advertise to them or share their details.
| Service relationship | Marketing |
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- Use contact details for the appointment and service the client asked for.
- Send marketing only when the client has agreed, and respect do-not-contact and unsubscribe choices.
- Limit access to people who need the information for their work.
- Correct inaccurate information and respond properly when a client asks about their record.
- Do not export or share a client list for an unrelated purpose.
- Can I add a client without marketing consent?
- Yes. Keep the contact marked as unknown or do not contact and use their details only for the service relationship.