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Managing clients
Your client records hold everything about each person — contact details, notes, payments and appointments.
Steps
- 1
Add a client
Click Add Client, or import several at once. Only a name is required to start.
- 2
Keep notes and history
Add session notes and files to each profile; past appointments and payments show automatically.
- 3
Collect intake forms
Send a custom intake form; submissions attach straight to the client record.
- 4
Find anyone fast
Use search (⌘K) to jump to a client, payment or appointment instantly.
Tip
Use tags to group clients — e.g. by package, status or referral source.