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Clients
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