Client management
Manage and View your clients
13 articles
Written by Kabandi Saikia and Tharun Joseph
How can I send a copy of the Signed Waiver to my clients?
Enabling PDF WaiversWritten by Kabandi Saikia. Updated over a week ago
How to add clients via All Clients?
Add Clients - POSWritten by Kabandi Saikia. Updated over a week ago
How to mark attendance using the Events Calendar during an event?
Written by Kabandi Saikia. 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 Kabandi Saikia. 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 concernsWritten by Kabandi Saikia. Updated over a week ago
How To Export Clients
How to export all your clients from the dashboardWritten 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 Kabandi Saikia. 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 dashboardWritten by Kabandi Saikia. Updated over a week ago
Client Profile
Find all your client details in one place.Written by Kabandi Saikia. Updated over a week ago
Prospects
Enable your clients to send you messages right from your service store.Written by Kabandi Saikia. 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 Kabandi Saikia. Updated over a week ago