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How do I view a client's profile?

How can I see client information including phone number, email address, client notes and booking information?

Phoebe Davis avatar
Written by Phoebe Davis
Updated over a week ago

There are two ways to view a client's profile πŸ’β€β™€οΈ

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! ↓

  • 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! ↓

2 - Search for clients

  • Click the button "Clients" in the top right corner.

  • You will then see this text box and menu.

  • 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!


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