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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?
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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