Clients

How to Add and Manage Clients

Add new clients while booking an appointment, then edit their details and notes and view their full service history from the Clients list.

Step-by-step

  1. New clients are added right from the New Appointment form: click "+ New Client" and enter their name (required), plus email and phone (optional).
  2. Find any client afterward in the Clients list in the left sidebar.
  3. Select a client to view their contact info, notes (gate codes, pet info, preferences), and full appointment/service history.
  4. Click Edit to update their details or notes, then Save Client.
  5. Turn on "Auto Email" and/or "Auto SMS" for a client so they automatically receive appointment reminders without you choosing every time.
  6. Archive a client you no longer work with -- their history is preserved, and you can restore them later.

Related guides

Scheduling & Calendar
How to Create an Appointment
Schedule a new appointment for an existing or brand-new client, choose a service, assign employees, and decide whether to notify the client.
Notifications
How Email and SMS Appointment Notifications Work
Choose per appointment whether to notify the client by email, SMS, both, or not at all -- controlled overall by a workspace-wide master switch.