Managing Clients
Client ProfilesOverview of details included in the client profiles.
Client NotesHow to add or delete client notes in the client profile.
Client AccommodationsHow to add, view and remove client accommodations.
Account Credit: AdjustmentsHow to manually add or remove account credit balances right from a client's profile.
Managing Credit Card DetailsHow to manage credit card details in the client profile.
Merging Client ProfilesSteps on how to merge duplicate client profiles.
Scheduling AlertsSteps on how to create and manage scheduling alerts or booking memos in the client profile.
Blocking a ClientSteps on how to block a client from booking appointments online.
Appointment RatingsHow to enable and view client appointment ratings.
Referral SourcesHow to create, assign and review client referral sources.
Photo GalleryOverview of how to access and manage the photo gallery feature.
Clients & AudiencesHow to use the client & audience tab
Clients Tab | New Experience
What happened to social links in Client Profile?