Managing Clients
- Adding Clients Manually
- Importing Clients via Spreadsheet
- Client Associated Locations
- Edit Clients' Associated Locations
- Client Preferred Location
- Updating Client's Preferred Locations
- Add Image to Client Profile
- Contact Permissions
- Client Notes
- Viewing Client History
- Editing Client Records
- Merging Clients
- Deleting Clients
- Client Preferred Location vs Associated Locations
- Exporting Clients
- Apply/Create Client Labels
- Importing Client Labels
- Deleting Labels
- Client Search
- Marking a Client as Exempt on Client Profile
- Book Next Appointment Link on Client Profile
- Blocking Clients from Booking Online
- Duplicate Phone Numbers and Email Addresses on Client Profile
- Client & User Profile Matching on the Public API