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What's new?
We've redesigned the client profile to make it easier to find what you need, faster. Here's what's changed:
A cleaner layout — updated design with better spacing and clear sections so you can see everything at a glance.
More visible Card on file — if a client has a card saved, you'll now see a visual card representation instead of just the last four digits.
Profile pictures — you can now add or change a client's profile photo.
Pronouns — select up to four pronouns per client. Learn more about pronouns here.
Source field — track where a client came from (e.g. walk-in, referral, online).
Next appointment — the client's next upcoming booking is now shown prominently at the top, alongside total appointments, no-shows, and cancellations.
New tabs
The client profile now uses a tab system to keep things organised. Here's what you'll find in each tab:
Bookings — view future and past bookings, with payment details and booking source. Learn more about booking history here.
Notes — client notes now include a log of who made changes, along with the date and time.
Messages — see SMS and email communication history with each client. Learn more about message logs here.
Sales — view product sales for this client. Vouchers will be added in a future update.
Patch Test — manage patch test records as before.
Managing a client
Click 'Manage' at the top of the profile to:
Edit client details — update name, contact info, tags, and source.
Block a client from online booking — this sends a generic message about online booking availability. The client won't know they've been blocked specifically. Learn more about blocking clients here.