Clients and records
Keep client details, notes, addresses, and visit context in one place.
Articles
- Adding and editing clients
Store the contact and visit details you need to run each appointment smoothly.
- 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.