Client base

The client base is formed automatically when creating an entry in the Journal, as well as when a client registers online. A complete history of visits will be stored for each client, and clients can be found in a few clicks.

Client lists can be viewed in several places:

• "Overview" > "Clients"
• "Reports" > "Clients" > "List"
• "Settings" > "Clients" > "Profile"

In the "Overview" and "Settings" sections, it is possible to create a client profile, for this, click the "Create" button

Work with the client base

You can get a list of clients that fit specific conditions. To do this, go to "Reports" > "Clients" > "List" and use the filters:

• for a certain period - choose a ready-made template or mark the required segment
• select from the list "Request for a period" - the value by which the request will be made (Customer Since / Date of birth / Last visit)
• search by name or phone number of the client
• by the number of services provided
• choose a specialist who provided services to the client