Watch the handy video here or scroll down to the step by step!
Step by step
There are two ways to view a client's profile πββοΈ
1 - From a booking
To view a client's profile from their booking in the calendar, click on the appointment, and you will be shown the pop-out modal.
It looks like this! β
Click the Client's name.
Here you can view the Client's details! Easy! Just scroll down to view past bookings, scheduled bookings and SMS details.
It looks like this! β
2 - Search for clients
Type the first name, surname or phone number of the client whose profile you want to view.
When you see the person in the list, click to view the profile!