Where it lives
Open Clients under the Clients heading in the left menu. On your phone it's the fourth tab in the bottom bar. The list fills itself in: anyone who books, through Sally or by hand, gets a record. Search by name or phone number.
Open a record, add a note, rebook
Search and open the client
Type a name or the last few digits of their phone number. Click the row.
You'll see: contact details, then a timeline of every past and upcoming appointment.Add a private note
“Prefers a quiet appointment”, “allergic to a particular product”, “always ten minutes late”. Type it in the Notes box and save.
You'll see: the note on their record for you and your team only.Rebook their usual from a past visit
Next to any past appointment there's a Rebook button. It opens a new booking pre-filled with that service and, where possible, the same team member.
You'll see: a new booking to place in the calendar in two clicks.
Due-to-rebook badges
Once a client has enough history, their record carries a quiet badge: Due to rebook, Overdue to rebook, or a soft “due in about N days”. It's worked out from the rebooking gap set on each service in Services & rules, or from the client's own rhythm if they have one. Rebooking reminders are the nudges Sally can draft on top.
Returning clients are matched to their existing record by phone number rather than creating a duplicate, so their history stays in one place. If a client has no-showed before, a small warning badge with the count appears next to their name here and on their bookings.
What Sally won't do
Common questions
Why does the same person appear twice?
They booked with two different phone numbers, or once with a number and once without. Matching is by phone number. Open the record you want to keep and check the other has no upcoming bookings before you tidy up.
What does “Overdue to rebook” actually mean?
They're past the gap you'd expect for that service, for example eight weeks on a service with a six-week rebooking gap. It's a prompt, not an alarm; nothing is sent unless you approve a rebooking message.
Can my staff see client notes?
Yes, anyone on your team with a login can read and add notes. Only Sally is kept out. Manage who has a login under Team.
Still stuck on this?
Tell us the client's first name and what you were trying to find, and we'll look with you.
Send us a message