Use your client list
Find client contact details, activity, and upcoming appointments in one place.
1 min read · Updated August 28, 2026
In short
- Your client list includes people who booked with you and contacts you added.
- Search by name, email address, or phone number before adding a new record.
- Archive records you no longer need in the active view.
Your client list brings together people who booked with you and contacts you added yourself. Search by name, email address, or phone number to find the right record.
- Open a client to see their contact details, tags, notes, consent choice, and appointment activity.
- Use search and filters to narrow a long list instead of adding the same person again.
- Archive a record you no longer need in the everyday list. Archived clients can be kept out of the active view.