Client management

Manage and View your clients

13 articles
Kabandi Saikia avatarTharun Joseph avatar
Written by Kabandi Saikia and Tharun Joseph

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

Enabling PDF Waivers
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Written by Kabandi Saikia. Updated over a week ago

How to add clients via All Clients?

Add Clients - POS
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Written by Kabandi Saikia. Updated over a week ago

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

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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.
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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 concerns
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Written by Kabandi Saikia. Updated over a week ago

How To Export Clients

How to export all your clients from the dashboard
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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!
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Written by Kabandi Saikia. Updated over a week ago

Tracking attendance for a client

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

How To Import clients

How to import all clients from your dashboard
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Written by Kabandi Saikia. Updated over a week ago

Client Profile

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

Prospects

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

Add Family Members

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Written by Kabandi Saikia. Updated over a week ago