Everything about one client in one place.
Studio → Clients → a client
- Open a client. The top shows contact details, membership, birthday and “IN THEIR WORDS” (what they shared in their app: an occasion, a favorite team member and notes).
- “Visits”: past and upcoming visits.
- “Chart”: add treatment notes and before/after photos with “Save to chart”.
- “Forms”: send a form and see signed ones.
- “Notes”: private notes only your team sees, then “Save notes”.
- “Message” starts a conversation.
Good to know
- Team members only see clients they have served.
- Some charts need a licensed provider’s “Sign off”.
Lead Clickz™