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Clients

Clients

Learn how to add and manage your clients

Marc avatar Tara avatar Kasra avatar
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
Marc avatar
Written by Marc
Updated over a week ago

Tracking Client Package Usage

Learn how to view your clients package usage in client details
Marc avatar
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.
Tara avatar
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
Tara avatar
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.
Kasra avatar
Written by Kasra
Updated over a week ago

How To Send Customers Birthday Messages

Learn how to send your customers customized birthday emails
Kasra avatar
Written by Kasra
Updated over a week ago

How To Manage No-Shows

Keep track and manage client no-shows in 3 different ways
Kasra avatar
Written by Kasra
Updated over a week ago

How To Merge Duplicate Clients

Yocale allows you to merge client information within 3 easy steps
Kasra avatar
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
Kasra avatar
Written by Kasra
Updated over a week ago
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