Client Management
Keep your clients right in your pocket. Store and track the vital information that allows you to optimize revenue from each client.
Managing Clients
- Adding Clients Manually
- Importing Clients via Spreadsheet
- Client Associated Locations
- Edit Clients' Associated Locations
- Preferred Location
- Add Image to Client Profile
Managing Family Members, Pets and Vehicles
See all 11 articlesManaging Packages on Client Profile
Managing Memberships on Client Profile
- Adding Memberships for Pets on Client Profile
- Adding Memberships for Family Members on Client Profile
- Changing Associated Pet on Existing Memberships
- Changing Associated Family Member on Existing Memberships
- Editing Memberships
- Freezing and Unfreezing Memberships
Managing Gift Cards on Client Profile
Managing Referral Credit on Client Profile
Client Privacy
Custom Fields, Waivers & Intake Forms
- Hide Pet/Family Member Intake Form
- Employee Intake Form (SOAP Notes)
- Custom Client Fields & Intake Forms
- Custom Pet Fields & Intake Forms
- Custom Family Member Fields & Intake Forms
- Custom Appointment Fields & Appointment Intake Form
MyTime Communicator
Client's Credit Card Information
- Storing Clients Credit Card In-Store
- Storing Credit Card on the Booking Widget
- Manual Card Entry via Stripe Hosted Form
- Manual Card Entry via Cloud9 Hosted Form
- Strong Customer Authentication (SCA) For Card Payments In-Store
- Strong Customer Authentication (SCA) For Card Payments Online
Client Online Experience
- Manual Card Entry via Stripe Hosted Forms on Booking Widget
- Applying Promotions Online
- Client Sign-in Options
- Round Robin Mechanism on the Booking Widget
- Account Management on Booking Widget
- Booking Appointments Online