A profile for every client
Keep contact details and notes. Find people by name, email or phone.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
Step by step
- Search by name, email or phone before creating a new profile.
- Open or create the profile and enter the name and relevant details.
- Save and review related tags, appointments and forms.
- Use available filters to view VIP, blocked or archived clients.
Usage details
Creating a profile may trigger a welcome email depending on settings. Keep only the information needed to serve the client. Appointment and marketing SMS consent are managed separately.