Clients Overview

Clients area is where you can access all of your client information at a glance.

Marc avatar
Written by Marc
Updated over a week ago

Accessing Client Profile

There are 2 ways to access the client profile:

Option #1

  1. Select the Client Tab on the navigation menu, then click on the "Client list".

2. Use the search bar to search your client list by their name, email, phone number or client ID.

Option #2

Alternatively, you can select the appointment of the client who's profile you want to access > select their name/image to jump into their profile directly

Client Profile Overview

Lets break down a high level look at the client profile.

Overview - A quick glance at the client's history with the business.

Client Details - View, add or edit more client details such as address, birthday, alerts, comments, tags, account dependents or any added custom fields

Appointments - Get a detailed log of all the appointments the client has had or are upcoming. View notes or forms associated to the appointment and manage the appointment status as well.

Forms & Documents - View all uploaded documents as well as all associated forms for the client as well as manage these forms.

Notes - View client added booking comments or provider added appointment notes in the Notes section.

Invoices & Receipts - Store all your clients past invoices. filter based on date range, service type, product purchased, provider or status (paid, partially paid, outstanding, refunded). Process payments through our built in POS as well.

Reminders & Notifications - Log all your client's communication history including all email or SMS appointment reminders or booking notifications. View the exact communications sent or delete upcoming messages scheduled to be delivered.

* If you want to import your existing client list into Yocale, send it to us in a .csv format and we would be happy to import it into your account.

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