How to manage your clients

Every person who booked with you is a row on the Clients page, created on their first booking. It is one place to see your clients and their history with you.

Watch the video, or follow the steps below.

1. 1
   Open ClientsThe columns tell you how many times they booked, what they spent, and when they last came in. Sort by any of them.
2. 2
   Act on a clientEach row has one-click copy for email and phone, and an actions menu for notes and tags.
3. 3
   Import your listSwitching from another system? Import takes a spreadsheet of your existing clients so they are here from day one. Most booking tools export a CSV; if you get stuck exporting, send us a message.
4. 4
   Export and columnsExport downloads the list the same way, and Customise columns shows only what you use.
5. 5
   FilterFilters narrow the list, for example to clients who have not been back in three months, the ones worth a message.

That's it.