Find, filter and tag your clients

Every client who books, online or with you, is added to Clients → Client list automatically. You don't need to add them by hand.

Find a client

• Type a name, email or phone number in Search by name, email or phone… and press Filter.
• Narrow it down with Any tag (shown once you have tags) and Any source (how they found you, for example Instagram or Walk-in).
• Click anywhere on a row to open the client.

The list shows up to 300 clients at a time. If you have more, search or filter to find the one you want.

What the columns mean

• Visits counts finished visits only, not bookings still to come, cancellations or no-shows.
• Spent is what they've paid at checkout, less refunds.
• Staff who can only see their own clients see Spent with you, which counts only the services they did.

Ready-made groups

The panel beside the list has groups you can open with one click: New clients, Regulars, Haven't been back, Big spenders, Birthdays this month, No-shows, Booked in and Agreed to marketing. To make your own, see Save groups of clients (segments).

Tag many clients at once

1. 1Tick the clients you want. The box at the top ticks every client shown.
2. 2In the bar that appears, choose Add tag or Remove tag.
3. 3Type the tag, for example VIP, and press Apply.

Tags are handy for things like VIP, Colour client or Bride. A client can have up to 20 tags. You can also edit one client's tags on their page.

Possible duplicates

Possible duplicates in the side panel lists clients who share a mobile number or an email address, so you can merge them. Clients who only share a name aren't listed. See Merge duplicate clients.