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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