Client profiles

Click any client on the Clients page to open their profile. The top shows their contact details, visit count, and Total Spend, which counts payments you have actually collected.

Tabs

• Details: contact preference, when they became a client, and how they signed up.
• Appointments: every past and upcoming appointment, with the same actions as your Schedule (confirm, complete, cancel, collect payment, and so on).
• Points, Rewards, and Referrals: only shown when loyalty is on.
• Aftercare: on Pro and Branded, the aftercare guides this client can see. See Aftercare instructions.

Adjust points

On the Points tab, use Adjust points to add or remove points by hand, for example to fix a mistake or give a goodwill bonus. A balance can never go below zero.

Edit or delete

Use Edit at the top to update their details. Delete permanently removes the client and all of their data, and cannot be undone.