Client management

How can I send a copy of the Signed Waiver to my clients?

Enabling PDF Waivers

Written by Sree
Updated this week

How to add clients via All Clients?

Add Clients - POS

Written by Sree
Updated over a week ago

How to mark attendance using the Events Calendar during an event?

Written by Sree
Updated over a week ago

How can I add or remove credits from a client's Classpack?

View and edit the credits for each client.

Written by Sree
Updated this week

Sending emails to attendees of a back dated class

Sending emails to attendees of a backdated class can come handy to share updates, collect feedback or address concerns

Written by Kabandi Saikia
Updated over a week ago

How To Export Clients

How to export all your clients from the dashboard

Written by Tharun Joseph
Updated over a week ago

Customer Relationship Management

The definitive guide to managing your clients and developing better relations with them!

Written by Sree
Updated over a week ago

Tracking attendance for a client

How can I track the attendance for a specific client?

Written by Kabandi Saikia
Updated over a week ago

How To Import clients

How to import all clients from your dashboard

Written by Sree
Updated over a week ago

Client Profile

Find all your client details in one place.

Written by Sree
Updated over a week ago

Prospects

Enable your clients to send you messages right from your service store.

Written by Sree
Updated over a week ago

Deleting a Customer

Remove a customer from your store including all booking data linked to that customer.

Written by Kabandi Saikia
Updated over a week ago

Add Family Members

Written by Sree
Updated over a week ago