In the client overview you see all your clients in one place. You can quickly search by name, email or phone number, useful when you want to check or adjust something.
Use this feature for example:
- To check or adjust contact details
- To delete old or duplicate clients
- To look up a client before scheduling an appointment
You automatically see clients sorted by last name. Click on a client to edit the details. You can easily delete a client if needed – for example for a test client or someone who's no longer a client.
Form fields when editing
- First name
Your client's first name. This field is required. - Last name
Your client's last name. Not required, but useful for overview. - Email address
The client's email address. Useful for reminders and confirmations (if enabled). - Phone number
The client's phone number. Not automatically called, but useful for your own communication.
Go to the Clients tab in your dashboard to manage clients.
