Client records

The Clients screen is the list of people you serve, and it is the record everything else points at — bookings, orders, payments and messages.

The value of a client record is not the contact details, which you probably already have somewhere. It is that every sale and every appointment is attached to one name, which is what makes a history possible. A sale recorded as a walk-in cannot be attributed to anyone later, so the habit worth building is attaching a client at the counter even when you do not strictly have to.

1. Open Clients.
2. Use Search clients to find someone by name, email or phone before adding them — a duplicate record splits a history in two.
3. Select Add Client for a full record: name, email, phone, and the business fields if you sell to other businesses.
4. Use Quick Add when a customer is standing in front of you and you only need a name and a phone number. The rest can be filled in later.
5. Select Edit client to correct a detail. Correcting an existing record is always better than creating a second one.
6. Filter by All Roles and All Statuses when the list grows, rather than scrolling.

Full Name

How the client appears on bookings and orders

Email

Used for order and booking emails — a wrong address means a silent failure

Phone

Used for reminders and for messaging

Role and Status

What kind of client this is, and whether the record is in use

The business fields on a client record — business name, business number and its type — matter if you invoice companies rather than people. Filling them in on the record is what makes an invoice print with the buyer's details instead of a personal name.

Deleting a client is not the same as a client leaving. A deleted record takes its history with it, so a former customer you might want to recognise later is better set to an inactive status than removed.