Clients

How to create a new client?

Add clients manually from the Clients section in the dashboard.

How to edit a client?

Update a client's details from the Clients list in Administration.

How to export the client list?

Download your client database as CSV, Excel or PDF from Administration → Clients.

How to edit client list columns?

Customize which columns you see in the Clients table and their order.

Viewing a client's appointment history

Access the complete client profile: past appointments, notes, records and payments.

Client custom fields

Define additional fields to capture more client information in the app, booking page and AI agent.