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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!

If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

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