Clients | Yocale Help Center

Clients

Learn how to add and manage your clients

9 articles in this collection
Written by Marc, Tara, and Kasra

Add or Attach Documents to your Client/Patient Profile

Learn how to add forms, images, files, charts or other documents to your client/patient profile

Written by Marc
Updated over a week ago

Tracking Client Package Usage

Learn how to view your clients package usage in client details

Written by Marc
Updated over a week ago

Managing Your Client Database

Pressed For Time? No worries, with Yocale you can manage your entire client database all in one place.

Written by Tara
Updated over a week ago

How To Add Clients

Add a new client through a booking or directly through your client list

Written by Tara
Updated over a week ago

How To Manage Your CRM

Manage your clients from adding, searching and enabling SMS reminders to viewing appointments, no shows and history.

Written by Kasra
Updated over a week ago

How To Send Customers Birthday Messages

Learn how to send your customers customized birthday emails

Written by Kasra
Updated over a week ago

How To Manage No-Shows

Keep track and manage client no-shows in 3 different ways

Written by Kasra
Updated over a week ago

How To Merge Duplicate Clients

Yocale allows you to merge client information within 3 easy steps

Written by Kasra
Updated over a week ago

How To Add Notes To Client Appointments & Files

Add client notes while closing appointments or directly to client profiles

Written by Kasra
Updated over a week ago