Clients

Overview

The Clients section stores everyone you shoot for. Each client has a contact profile, booking history, and interaction timeline.

iPhone iPad/Mac

Accessing Clients

Business tab → Clients

Creating a Client

1. Tap + (top right)
2. Enter:
   • First and last name (required)
   • Email address
   • Phone number
   • Notes
3. Tap Save

Client Detail Screen

Tapping a client opens their detail screen.

• Header — Name, photo, type badge, tap-to-call / tap-to-email buttons
• Profile — Notes, speciality, rates
• Timeline — Interaction log
• Booking History — Every booking they’ve been part of

Searching Clients

Use the search bar at the top of the client list to filter by name or email. Results update as you type.