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Help Center

Client Management

Client Management

Client List

How do I use the active & opt-in checkboxes?

How can I customize the view of my client list?

How do I merge duplicate client records?

How do I import my client list?

How do I export my client list?

Should I import my client list?

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Client Reviews

How do I import client reviews?

Can I change the order of my client reviews?

How do I collect reviews from clients?

Client Tags

How do I remove a tag from a client?

How do I get started using tags?

How do I add a tag to an individual client?

How can I filter and send emails to clients with a certain tag?

How do I add a tag to a group of clients?

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Client Details

What are the benefits of registration for my clients?

Can my clients schedule appts for each of their children?

Can I send multiple emails for each client?

How can clients cancel or reschedule appointments?

How do I add a new client?

How do I search for a client?

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