The client profile: caution notes, tags, photos, blocking and removing
What you can keep on a client — allergies shown in red, notes, tags, birthday, before-and-after photos, marketing consent — and how blocking and removing a client work.
Clients in the left menu is your client book. Open anyone to see their visits, what they have spent and how many times they did not turn up. The client book belongs to owners and admins: a staff login does not see it.
What you can keep on a client
- 'Allergies, sensitivities, anything to know first' — shown in red at the top of the profile and on the appointment
- 'Notes' — preferences, colour formulas, anything else
- 'Tags (comma-separated)' — VIP, sensitive skin, prefers mornings; a campaign can go to everyone with a tag
- 'Birthday' — for the birthday greeting under Automations
- 'Before & after photos' — visible only to you and your team, unless you publish one to your booking page
- 'Billing details (for invoices)' — company name, tax number and address. Számlázz.hu and Billingo need the address
- 'Agreed to receive offers and news' — tick it only if they said yes. Either way they still get booking confirmations and reminders
- 'No deposit from this client' — they are not asked for a deposit online
Blocking a client
'Block client' stops them booking online; it is matched by their email address. They can still phone you, and you can still book them in yourself from New booking. 'Unblock client' undoes it.
Removing a client
'Remove this client' deletes someone who never had an appointment. A client with appointments is anonymised instead, so your diary and your takings stay correct.
In the app
The app's client screen has the notes, tags, birthday, blocking and removing too.