Your clients

Your client list, notes, history, and importing contacts.

1. Use your client list — Find client contact details, activity, and upcoming appointments in one place.
2. Client notes and appointment history — Keep useful service notes and read a client's past appointment record.
3. Import existing client contacts — Bring a contact file into your client list and map each column carefully.
4. Handle client information responsibly — Know what you may use client information for and where you need consent.
5. Add, edit, or archive a client — Add a contact, correct details you entered, or move a client out of your active list.
6. Why a booked client cannot be deleted — Understand when Delete is available and why Archive is the right choice for a client with appointments.
7. Find and restore an archived client — Use the Archived filter to find clients outside your active views, then restore the record.
8. Manage tags, consent, and private notes — Organize a client record, record the right marketing choice, and keep service notes useful.
9. Export your client list — Download or share a comma-separated file of your active client records.
10. Read a client's history and numbers — Use a client record to understand visits, upcoming appointments, absences, spending, and booking history.