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Clients (CRM)

The clients module is your customer relationship management system (CRM). Here you manage all client information.

Client List​

Search clients by name, email or phone number. The list shows active clients only (soft-deleted clients are hidden).

Client Details​

Click on a client to see:

  • Contact information — name, email, phone, address
  • Appointment history — all past and future bookings
  • Financial overview — total spent, outstanding balance
  • Loyalty points — earned and redeemed points
  • Notes — internal notes and allergy/warning information

Alert Notes​

If a client has an allergy or special condition, add it to the alert note field. This is shown prominently in orange when creating or editing a booking for that client.

Labels​

You can add labels to clients (e.g. "VIP", "Pregnant") to quickly identify them in the list.

Soft Delete​

Deleting a client does not permanently remove them from the database. The deleted_at timestamp is set and the client disappears from the list. Booking history is preserved.

Exporting Clients​

Go to the client list and click Export to download a CSV file with all client data (admin only).