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Clients

Your client list, their history, bonos, and private notes.

Clients is the list of everyone who's booked with you, with a detail page for each one where you can see their full history, their bonos, and leave private notes.

The list

Clients shows every client you have, with a search box by name, email, or phone. Each card shows how many appointments they've had and the date of their last visit.

A client's page

Opening a client shows:

  • Upcoming appointments — the ones they have scheduled from now on.
  • History — all their past appointments, with the result (Completed, No-show, Cancelled) and payment status.
  • Summary — total appointments, how many were completed, no-shows, and cancelled, plus their first and last visit.
  • Contact — name, email, and phone; click Edit to correct any of these.
  • Bonos — if the client has purchased session bonos, you'll see how many sessions are left on each one (e.g. "3/10 used"), with a badge when they're down to their last session or have used it all up. See the Bonos guide for selling and managing these packages.
  • Private notes — internal notes about the client that only you and your team can see; the client never sees these. You can add, edit, or delete notes anytime.

Client accounts vs. guest bookings

Clients can book with you using an account (signing in with Google or email/password) or as a guest (giving just their name, email, and an optional phone number). Both are confirmed instantly and show up the same way in your Clients list and Calendar — the difference is that a client with an account can log into their own portal to check the status of their appointments without having to message you, while a guest relies on the confirmation emails we send them.

Next up

Check out Bonos if you sell prepaid session packages to your clients.