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Learn how to export client data quickly and securely.

Add new Client add new client add new clients client clients create customer invitation lead new client new customer

Manually create a client profile, send an invitation to a client, or let the system automatically generate leads from submitted online forms.

Reminders appointment reminder create reminder how to make reminder reminder reminders schedule

Display Colors color color by service type color filters color labels for services color-coded appointments color-coded schedule schedule service color visual service planner

Color-code your schedule by service type. Manage appointments easily with a clear, color-coded calendar view.

Export Financial and Invoice information accounting backup data export invoice finance financial financial data invoices invoicing transactions

Easily download or share detailed financial records and invoice data for accounting, reporting, or backup purposes. Ideal for managing records, tax preparation, or syncing with external tools.

Cancellation Automation appointment cancellation automate cancellations booking booking cancelation booking cancellation policy cancel booking cancel scheduled appointment cancellations how to cancel booking schedule schedule cancelation

Automated cancelation rules keep your schedule protected while still offering clients flexibility. Stay in control of your schedule. Automate how far in advance clients can cancel and whether there is a penalty.

Booking Settings booking booking settings bookings maximum appointments per day schedule schedule view schedules select schedule settings select service setting settings show appointments update appointment in schedule

Customize your booking settings to control how clients schedule appointments and how your calendar is displayed. Choose options: calendar view, appointment visibility, GPS check-ins, and staff assignment. Streamline your booking process and create a faster experience for both you and your clients.

Booking Forms booking booking eform booking form custom booking form custom information customize booking form e form forms required conditions while booking

Choose what details you collect from clients when they book, like contact info, service choices, or custom questions. This helps you stay organized, prepare for appointments, and give clients a smoother booking experience. Consider reminding your clients about your cancellation policy and fees right

Schedule View 5 days agenda appointment day filter by appointment status filter by service filter by staff month room schedule schedules select appointments view week

View and manage schedules with ease using flexible calendar options—day, 5 days, week, or month. Filter appointments by service, staff, room, or status. Quickly select and organize your agenda for efficient appointment scheduling.

Client Onboarding client client onboarding client onboarding process clients crm customer onboarding how to onboard new clients new onboarding

Learn how to onboard clients efficiently using forms and automation. Simplify client onboarding with CRM tools and proven workflows.

Customize Client Profile add fields to crm profile client client profile clients crm custom client form in crm custom client profile custom fields crm custom profile customer profile form edit customer profile form modify client details

Create custom client profile forms in your CRM to collect detailed, relevant customer data. Add unique fields and tailor profiles to fit your business workflows.

Find client client clients find find client find email find name find number name phone number

Search for clients by name, phone number or email.

Info Card - key client info at a glance client client info client profile clients crm glance important info info card quick access

The Info Card displays key information collected from client forms. You can choose specific custom fields to appear on the Info Card. When clients fill out those fields, the submitted data will be shown next to their name in both appointments and profile views.

Manage Multiple Appointments appointment booking management appointment select multi multiple bookings multiselect schedule several

Easily manage multiple bookings and appointments with just one click. Our scheduling system allows you to organize, view, and update multiple appointments efficiently, saving time and reducing scheduling errors.

Holiday Hours create holiday holiday holiday time holidays hour hours make holiday schedule time off when are holiday hours

Use holiday hours to prevent booking requests on days you are closed. Customize the booking start times for specific days for the entire business or for specific services.

Smart Invoice auto invoicing billing solution client clients draft invoice invoice invoice software invoicing invoicing software paid invoice send invoice smart smart invoicing unpaid invoice

Smart invoicing is an automated billing system that creates, sends, and tracks invoices with minimal effort. It helps businesses save time, reduce errors, and get paid faster by using features like automatic reminders, online payments, and real-time tracking.

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