Clients and Client Profiles in Business
This section covers day-to-day work with the client database: creating and editing clients, working in the client profile, groups, imports, duplicate checks, and merging profiles.
What you can do from the clients list
From the "Clients" screen you can:
- create a "New client";
- open "Manage groups";
- import clients from a table through "Import clients";
- import phone contacts in the mobile app;
- export clients;
- search for duplicates;
- merge client profiles.
From the menu of a specific row you can also:
- open "View client";
- edit the client;
- merge the profile with another one;
- block or unblock online bookings;
- delete or restore the client.
The most common workflow
In most cases the flow is:
- find the client in the list;
- open the Client profile;
- from the profile, create an appointment, sale, membership, or form depending on the task.
The other pages in this section are supporting pages: import for bulk adding, groups for organization, duplicates for cleanup, memberships for client plans, and forms for collecting information.
Main pages in this section
- Client profile — work on one specific client, appointments, sales, installments, vouchers, wallet movements, forms, notifications.
- Import clients — bulk creation from a table.
- Client groups — segmentation and easier filtering.
- Duplicates and merge — check and safely merge profiles.
- Memberships — plans and issued memberships.
- Forms — work with client forms.
When to open which topic
- If you are working on one specific client, start with Client profile.
- If you are moving data from an old system or file, open Import clients.
- If you want better structure and filtering, work with Client groups.
- If you are finding duplicate profiles, use Duplicates and merge.
Important rules
First nameis required when creating and editing a client.- Email is validated by format.
- The subscription limit for the maximum number of clients is checked when creating and when restoring a deleted client.
- If the client is blocked for online bookings, they will not be able to book online until you unblock them.
- From the same menu you can also export the client database when you need the current list outside the system.