Adding and editing clients
Store the contact and visit details you need to run each appointment smoothly.
Quick answer
- Create a client from Clients or while adding an appointment.
- Add phone, email, location, and useful visit notes when you have them.
- Keep access instructions practical and avoid storing unnecessary sensitive details.
Related articles
- Finding a client quickly
Use search and sorting to get to the right client record without scrolling.
- Managing client locations
Use client locations to keep repeat visits and mobile work organised.
- Deleting clients and client data
Understand what to check before removing a client record.
Still stuck? Contact support and we’ll help you sort it out.