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Manual contents

Clients

Your client list, client profiles with chart and appointment history, Excel import, intake forms and consents, and protecting your clients' personal data.

This chapter covers everything you do with the people who come to you: how to find your way around the client list and add a new client, what a client profile shows (the chart with allergies, notes, appointment history, packages, loyalty), how to bring over an existing client base from Excel or another app, and how to collect an anamnesis or a signed consent before an appointment.

It's meant for owners and managers who look after the client base, and also for front-desk staff who look up clients, add them and approve new requests every day. The last page explains privacy: how to anonymize a client's data when they ask you to, and what happens when a client deletes their own account.

  1. 01Client listSearch and filter your clients, add a new client, approve membership requests and avoid duplicate profiles in your client list.
  2. 02Client profileWhat a client profile shows (next appointment, stats, appointments, chart with allergies and notes, packages, invoices) and how to edit it.
  3. 03Importing clients from ExcelBring your existing client base over from a CSV or Excel (XLSX) file: template, column mapping, GDPR confirmation, report and undo.
  4. 04Intake forms and consentsCreate an anamnesis, consent or questionnaire that the client fills in online before the appointment, and review the answers on the appointment in the calendar.
  5. 05Client privacyHow to anonymize a client's data at their request, what is deleted and what is kept, and what happens when a client deletes their account or leaves.