Client Management

The client list aggregates data from booking history into a single read-only view. Navigate to Operations > Clients to see every client who has booked with you.

Click any client to open their profile:

• Contact information — name, email, phone number.
• Tags — label clients (e.g. “VIP”, “New Client”) for filtering and segmentation.
• Preferences — communication preferences and language.
• Allergies & notes — free-text fields for important client-specific details.
• Birthday — displayed and usable for automated greetings.

The Booking History tab shows every appointment the client has had, past and future, with drill-down into individual booking details, services rendered, and payment status.

Waitlist

Clients can join a waitlist when their preferred time slot is unavailable. Waitlist statuses: Open, Notified, Booked, or Expired. When a slot opens, the system notifies waitlisted clients automatically.