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Clients

Client File via Calendar

  • Mobile: View or Edit Client Notes via Calendar
  • Mobile: View Product History and Quick Add
  • Mobile: View and Edit Client Formula via Calendar
  • Mobile: View Appointment History and Upcoming Appointments via Calendar
  • Mobile: Send Password Reset Email via Calendar

Client Application

  • Enable and Track Online Booking Requests
  • Client App: How to Place a Curbside Pickup Order
  • Curbside Pickup
  • Virtual Pre-Consultation via Client App
  • Client App: Guest Accounts
  • Booking a Service With A Deposit
See all 17 articles

New Clients

  • Add a New Client From Booking Form

Client File

  • Split Guest from Client Account
  • Accessing a Client Profile
  • Adding A Card to a Client's Profile
  • How to Add Secondary Rewards to a Client File
  • Merge Client Accounts
  • Guest Account Overview and Adding a Guest Account
See all 8 articles

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