👫 Schedulicity gives you several ways to manage your client database. Read on to learn more!
Jump to a section in this Article:
Adding Clients
Click on the three lines in the top left and navigate to Clients
Click Add New in the top right
Enter in their details, tag them if you like, and add Client Notes
Another way to add clients to your list is by importing them directly into your account. If you have a list of all your clients, this is an easy and convenient way to import your client database ✨
Editing a Client
Pull up their client profile
Select Edit in top right
Update their information and save up your changes!
Deleting a Client
Pull up their client profile
Click the three dots on the top right
Click Delete Client
Confirm that you want to delete the client
Tagging a Client
Tags are keywords that can be added to a client's profile to keep track of their likes or maybe their favorite products! It's also helpful for creating mailing lists!
The client tags are then managed under the client's profile. How to tag:
Open the client's profile
Select Edit in the top right
Click on +Add Tag in the bottom left
Type in your new tag or scroll through the tags you have already made
Save
💡 Pro tip: You can tag clients and then send an email marketing message out to this specific subset of clients or run a report based on the tag group.
Adding a Client's Image
It can be easier to remember a person's face rather than their name. If a client adds a photo to their online scheduling profile, it will display within your client database 📷
To add a profile photo for a client, follow these steps:
Go to your Clients list and select the client you would like to add a photo to
Tap the circular photo on the top left of the screen
Take a photo, or click Browse, then choose the photo you would like to add
Merging Duplicate Client Profiles:
👯 If you have a duplicate client, you can merge the profiles. As a heads up, once you merge client records, there isn't a way to undo the merge, so be careful out there!
Click on one of the two profiles you'd like to merge
Select Merge in the top right
Select the duplicate client record from the list that shows, or manually search if you don't see them listed
Now you'll see two columns of contact information. Click on the fields that you want to keep, and they'll highlight in green
Review your selections at this point and make sure everything looks good to go
Click Merge
❗ Credit Cards: When merging client profiles, credit card information cannot be moved. With that in mind, if you have a client with credit card information that you need to merge, you might consider editing the profile with the credit card - or merge the profile and get that fresh card info from your client.
View your Client's Appointment History
Click on the three lines in the top left -> navigate to Clients
Search your client's name, email, or phone number -> select the client
On the bottom left view Appointment/Class History
Select see all to pull all history -> print or export (last 2 years of history) via the upper right
Exporting Your Client List to Excel
In addition to being able to scroll through the complete client list in Schedulicity, admin users will also have the option to print the full list or export the list to Excel 📁
Clients are listed alphabetically (by first name) with contact information, including phone, email address, address, and birthday.
The Excel version has this bonus information:
Whether the client has enabled text message reminders
If the client is subscribed or opted out of your Email Marketing messages
The date Waivers were acknowledged
The date the Refund/Return Policy and No-Show Policy were acknowledged
The date they were added to your client list
The date they were last seen
Client notes or Alerts on their profile
Or if the client has been blocked from online booking
Export your Client List:
Click on the three lines in the top left, and navigate to Clients
In the top right, choose Export to Excel
The list will download onto your device as an excel file which you can then open!
Blocking a Client From Booking Online
If there's a specific client you'd like to block from booking with you online, you'll be able to do that with these quick steps:
Click the three lines in the top left, and choose Clients
Head into the client's profile page
Scroll to Client Scheduling Settings
Click Change
Select This client can never book online and save!
This will disable their ability to book with you online in the Schedulicity Marketplace and will instead display a message that they will need to call to book.
❗Blocked clients will still be able to receive your Marketing Emails, so you may want to Unsubscribe them from receiving these in the future.
💡 Pro tip: For a client to remain blocked from booking online, their client record needs to remain on your client list. Don't delete a client after you've blocked them!