Manage your clients
Through the client page you can also manage your clients.
To do this select on a client from the list and their client profile will appear. Here you will be able to edit and manage all sections of the client profile.
You can...
View/ Upload/ Take a client photo - select the three dots next to the person icon.
Delete - press the three dots > delete to delete a client profile. This will anonymise the client from any appointment/ sessions etc. they have booked in at the spa
Mange labels - you can add and delete any client labels attached to this client by selecting the 'Manage labels' button. You can tick and untick the labels
Notes - select '+New' to add any notes regarding the client, i.e.. could use this feature to expand further on any labels that are associated with the client.
Audit - keep track of any changes that have been made to this client profile.
Edit profile - select 'Edit' to edit any information that has been set up about the client. Here you can also reset their password by selecting 'Reset' in blue.
Memberships - you can add a membership type to the client by pressing '+New'.
Orders - This will list any orders where this client is the lead booker
Intake forms - This will provide a collection of intake forms that have been filled out by this client
Addresses - add any addresses for the client, select '+New'.
Payment methods - here will display the payment method that the client uses
Credits - list of any 'revoked' or 'redeemable' recurring credits will be shown here. You can add any credits by selecting '+ Issue', to revoke a credit press the three dots next to the credit and select 'Revoke'.
Marketing preferences - you will be able to see what marketing preferences this client has opted in for. Here you can manually opt someone in by selecting '+ Opt in'. Then you can choose from the marketing preferences you have set up and press 'Opt in' to save changes. If they change their mind you can select the three dots next to the marketing preference and select 'Opt out'.