The client list allows you to quickly access all the data related to your clients.
Click on "Clients"(1) to find the list of your clients.
You can also add a "New Client"(2)
You can do a quick search of your clients (3) by their names, email, phone number or tags(4)
If you want to edit a client simply click on the client's name. You will then have a new window where :
- You can modify the contact information, add additional information, add tags, notifications, and reminders. (1)
- View client's activity, book an appointment, send a message, and add notes. (2)