Managing Clients
By Operations and 2 others3 authors19 articles
- 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?
- Client Profile: File uploaderIf you are a medspa with our advanced charting add-on, you can upload loose documents to individual client profiles
- Decline reasons for membership renewal attemptsSee what each decline reason means for membership renewal attempts and what action your business can take to resolve it.
- Client Profile: Wallet OverviewThe Wallet tab brings every client payment detail together so your team can manage payments quickly and confidently.
- Introducing Wallet: See what’s newWallet offers a cleaner, more organized way to view and manage all client payment methods in one place.
- Client ProfilesOverview of details included in the client profiles
- Transferring Account Credit Between ClientsLearn how staff can move available credits from one client profile to another.