Anna Lewis
Mon
1
3 min read
Your client base: how clients get in and how to find them
A client appears in your base automatically after booking online, or when you add them by hand. You can search by name, phone or email and filter by status and source.
6 articles · ~16 min
Clients and CRM
Your client base, visit history, notes and requests.
Articles in this section
Client card: bookings, history and notes
The client card brings together contacts, bookings, payment history and notes with photos. Everyone with access to the client sees the notes; a note can only be deleted for good.
3 min read
Leads: requests from your page, board and archive
“Leads” collects requests from your page: bookings, form submissions and product orders. You work them on a board with the statuses “New”, “Contacted”, “Booked”, “Completed” and “Canceled”.
3 min read
Removing a client: archive instead of delete
Clients aren't deleted — they are moved to the archive: they leave the list, but their bookings, payments and notes stay. Bring them back with "Restore" or with a new booking.
3 min read
Exporting your client base
The "Export" button in "Clients" downloads your base as a CSV file with the same filters you see on screen. Only the owner and staff with "Full access" can export.
2 min read
Importing clients from another app or a spreadsheet
The "Import" button in "Clients" moves your client base over from a spreadsheet or another app. You can also add clients by hand, and everyone who books online appears in the base automatically.
2 min read
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