Client Database
Overview of client management features and the client database.
Last updated: February 2026
Client Database
Store client contacts, track appointment history, add notes, and organize with tags.
Client List
Access your clients from the Clients menu. The list shows client names, contact info, appointment history, and status at a glance.
Client Overview
The client list displays:
- Client name and contact info
- Total appointments
- Last visit date
- Client status (active, inactive)
- Tags and labels
Searching Clients
Find clients quickly by:
- Name
- Email address
- Phone number
Client Profile
Each client profile contains detailed information organized in sections:
Contact Information
- Full Name: Client's first and last name
- Email: Primary email address for communications
- Phone: Phone number(s) and preferred contact method
Appointment History
View all past appointments, upcoming bookings, cancellation history, and no-show records.
Financial Summary
Track total spending, average transaction value, outstanding balances, and payment history.
Client Organization
Organize clients using tags, VIP status, and notes to better manage your customer relationships.
Data Import
Import existing client data with:
- CSV file upload
- Field mapping
- Duplicate detection
- Validation and error reporting
Privacy & Compliance
Client data is protected with:
- Secure encryption storage
- Role-based access control
- Export capabilities for data requests
- Deletion support for GDPR compliance
- Audit trail for data access