Your clients
Everyone who books with you in one list: search, filter, tag, email and export, and add a client by hand.
Where to find it: Clients
Clients shows everyone who books with you, newest visit first. Search by name, email or phone. A phone number matches however it was written.
Filters
Tap one or more chips to narrow the list: Members, Pack holders, Leads, On a trial, Lapsed 30+ days, At risk, New this month, Birthdays this month, Health notes, Payment failed and Archived. Chosen chips combine, so Members and At risk shows members who are drifting away. If you use tags, a row of tag chips appears too.
Add a client
- 1Press Add client.
- 2Type a first name or an email. Either is enough to start. Add a phone, birthday and tags if you have them.
- 3Switch on They agreed to marketing email only when they said yes. We keep the date and who ticked it.
- 4Press the button to add them. Their profile opens.
If someone with that email is already a client, we open them instead of adding a second record.
Do something with several people
- Tick the people, then press Tag to add or remove a tag for all of them.
- Email: a short message in your studio's name. Leave Only people who agreed to marketing email on unless it is about their own bookings. Owners and managers see this button.
- Export: a CSV of the people you ticked. Export CSV at the top exports everyone the filters show.
Owners, managers and the front desk can open Clients.