Managing Clients

The Clients section holds everyone who has ever booked with you.

Client fields

First name, last name, email (required)
Phone, address, notes (optional)
Regular client flag

How clients are created

Automatically when someone books through your public booking page.
Manually via Add client in the dashboard.

Mark a client as regular by toggling the Regular flag on their profile. If you have Auto-accept regular clients turned on under Settings → Payments, their bookings skip the Pending stage and are confirmed automatically.

⚠️ Note: If Auto-accept all bookings is turned on (Settings → Payments), the "mark as regular" option is hidden everywhere — because every booking is already accepted automatically, so the regular flag has no effect. Turning that setting off again restores the option, and any clients previously marked as regular keep their flag.

The client profile

Left panel — the client's full booking history.
Right panel — contact details, stats (total bookings, total spent, last visit), and internal notes.

Internal notes are visible only to you and your staff — never to the client — and they persist across all of that client's appointments.

Email booking link

Use Email booking link to send a client a direct link to your booking page, pre-filled with their details.

⚠️ Note: SMS booking links are coming soon.

Finding clients

Use the search box at the top of the Clients list to search by full name, email or phone. You can type a whole name like "Jane Smith" — it matches first and last name together — or just part of one.

Pagination

The list shows 25 clients per page. Use the page controls at the bottom to move between pages; the total client count is shown next to the page title. Searching or changing the sort order returns you to the first page.