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Contacts overview

Easily manage and track your customers.

Kristen Cramer avatar
Written by Kristen Cramer
Updated over 3 weeks ago

Simplify client management with all the tools you need in one place. Easily access a client's appointment history, contact details, preferences, and more. With everything stored in a single hub, you’ll always be prepared to provide a professional experience.

View & filter contacts

Stay on top of every client relationship with a clear, organized view. Quickly view and filter contacts by date or status, track and manage leads, and see exactly which clients need your attention so you never miss a follow-up.

Create a new client profile

Add a new client to your contacts to make accessing their information and tracking their appointments simple and convenient.

View or edit a client profile

View and edit client profiles to keep their information accurate and up to date, ensuring you deliver a tailored, professional experience every time.

Import contacts

Import your existing customer list to ensure you maintain relationships and make it easy for clients to book you.

Add sub-contacts

Sub-contacts are linked to a primary contact—like children, family, or friends. Add sub-contacts to help you keep track of client relationships and grow your business.

Enable automations

Save time and engage customers with automations that take care of client communication for you.

Add tasks & reminders

Easily create tasks, link them to your contacts, and set reminders to help you stay organized and on schedule.

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