Client management

Manage and View your clients

Kabandi Saikia avatar Tharun Joseph avatar Sree avatar
13 articles in this collection
Written by Kabandi Saikia, Tharun Joseph, and Sree

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

Enabling PDF Waivers
Sree avatar
Written by Sree
Updated over a week ago

How to add clients via All Clients?

Add Clients - POS
Sree avatar
Written by Sree
Updated over a week ago

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

Sree avatar
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.
Sree avatar
Written by Sree
Updated over a week ago

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
Kabandi Saikia avatar
Written by Kabandi Saikia
Updated over a week ago

How To Export Clients

How to export all your clients from the dashboard
Tharun Joseph avatar
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!
Sree avatar
Written by Sree
Updated over a week ago

Tracking attendance for a client

How can I track the attendance for a specific client?
Kabandi Saikia avatar
Written by Kabandi Saikia
Updated over a week ago

How To Import clients

How to import all clients from your dashboard
Sree avatar
Written by Sree
Updated over a week ago

Client Profile

Find all your client details in one place.
Sree avatar
Written by Sree
Updated over a week ago

Prospects

Enable your clients to send you messages right from your service store.
Sree avatar
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.
Kabandi Saikia avatar
Written by Kabandi Saikia
Updated over a week ago

Add Family Members

Sree avatar
Written by Sree
Updated over a week ago