Clients
Client file, history, export and import: keep your clients organized with no double entry.
6 features
Every client who books creates their file automatically. This file keeps the history, is found with one search, and travels with you through export or import, with nothing to retype.
- Client fileEvery client has their own file: name, email, phone and internal notes.
- Automatic creationA client booking for the first time automatically creates their file.
- Client searchSearch for a client by name, accent-insensitive, in just a few letters.
- Booking historyEvery booking of a client stays attached to their file, viewable at any time.
- CSV exportExport your entire client base as CSV, ready to open in Excel.
- CSV importImport an existing client file in two steps: a preview that writes nothing, then confirmation.