• Home

ClinicSoftware.com Knowledge Base ClinicSoftware.com Knowledge Base

ClinicSoftware.com Knowledge Base

  • HOW IT WORKS
    • Software Features
    • Marketing Features
    • Online Booking
    • Paperless Features
    • Photo And Draw Features
    • Tracking Features
    • Sell Cycle Features
    • Fully Responsive Features
    • Business Reports Features
    • Automated Features
    • Reminders Features
    • Apps Features
    • Multi Location Features
    • Add-Ons
  • WHO IT’S FOR
  • MARKETING
  • MORE
    • Support
    • Find-Us
    • Migrate To ClinicSoftware
    • How We Provide Training
    • Partner With Us
    • Academy
    • Support Chat
    • Blog
    • Editions
    • ClinicSoftware.com TV
    • GDPR
    • ICD-10 Database
    • PCI-DSS Compliant
    • Cloud Hosting
    • Latest UK Shows
    • UK Press
  • Modern Edition
  • CLOSE / RETURN TO SOFTWARE
Home Knowledge Base 9. ONLINE BOOKING - STAFF ADMIN AREA 03. CLIENTS LIST PAGE

03. CLIENTS LIST PAGE

27th January 2017 Posted in: 9. ONLINE BOOKING - STAFF ADMIN AREA Hits: 95

From this page we can select clients to perform actions on their profile such as booking appointments, updating the profile data, signing consent forms and rejuvenation procedures.

 

Mobile view of the clients list page:

To filter the clients list by location, select the location from the Salon / Location drop box located in the top section of the page and then press the “Search” button.

By default the clients from all locations are listed.

To search for a client by ID, name, email, phone or courses card barcode, type in the details in the “Client” field located in the top section of the page and then press the “Search” button.

Notice that client accounts that were created from the online booking page by the clients themselves will display “(online account)” next to their name.

To select a client from the list, press the “Select” button of the client.

Note: Selecting a client will also clear the services/courses cart from the booking page if present.

 

Knowledge Base Related

  • 01. STAFF ADMIN AREA
  • 02. MOBILE VIEW NAVIGATION
  • 04. BOOKING AN APPOINTMENT
  • 05. APPOINTMENTS / SHIFTS PAGE
  • COUPON CODES
  • REFERRALS

© 2017 ClinicSoftware.com