Customers

Find clients and use the client record

3 stepsUpdated 29 October 2026

The client record shows everything about one client. The full record with history, notes and birthday is in Plus and Pro.

  1. Search

    Type a name, email address or part of the mobile number in the search field under Clients.

  2. Open the record

    You see when the client last came, how often, and every previous appointment.

  3. Book straight away

    Click "Make appointment": the client is already filled in.

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