Cyntree
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Help Center/Clients

Clients

Manage client records, history, and long-term relationships.

Adding clients manually

Create client profiles manually for offline or returning customers.

clientsmanual entrycrm
Updated 2026-03-25

Client profiles

Manage contact details, notes, and client metadata.

client detailsnotescontact info
Updated 2026-03-25

Viewing a client's booking history

Review a customer's past and upcoming appointments in one place.

historyappointmentsclient timeline
Updated 2026-03-25

Archiving clients

Archive inactive client records without deleting business history.

archiveclient recordsrestore
Updated 2026-03-25
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