Client profiles

Steps

1. Use the client profile as the single place to review contact details, notes, and service history.
2. Keep private notes factual and useful for delivery, not emotional or ambiguous, because they shape future service quality.
3. Update contact details as soon as a customer changes them so payment and reminder workflows do not break.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

If you still need support, use the contact page.