Clients · 23/30

Clients, groups and invitations

Everyone who books is added to your client list, with visit history, notes and groups.

The client list.
The client list.

Step by step

  1. Open Customers. You see mobile, bookings, revenue, last visit and whether they have the app installed.
  2. Filter by App: all, With app installed or Without app installed.
  3. Click a client to edit: name, mobile, email, Date of birth, Notes, Preferences and Groups.
  4. In Manage groups, create groups (for example VIP) and assign them to clients.
  5. To bring clients into the app, use Invite (see “Publish and share”), or Send app link to one client.

Tips

  • The Change log shows what changed on each client: field, before, after and date.
  • Deleting a client cancels their pending bookings and cannot be undone.

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