Client Management

Managing your client list in Schedulicity, import new clients, making edits

Angela avatar Travis Truax avatar
24 articles in this collection
Written by Angela and Travis Truax

How do I manage my client list?

Adding new, searching, editing, deleting, tagging, merging duplicates
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Written by Angela
Updated over a week ago

How do I import my client information?

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Written by Angela
Updated over a week ago

How do I view my Complete Client List?

Export your clients
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Written by Angela
Updated over a week ago

How do I add my client's image?

Add image or change a client's profile picture
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Written by Angela
Updated over a week ago

Why are clients required to create a profile to book online?

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Written by Angela
Updated over a week ago

How do I enable client text message reminders?

Text reminders, texts, client notifications
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Written by Angela
Updated over a week ago

How do I customize the client notifications?

Email confirmation/reminders and text reminders
Angela avatar
Written by Angela
Updated over a week ago

How do I change when client reminders get sent out?

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Written by Angela
Updated over a week ago

What is the Reliability Rating? Can I change it?

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Written by Angela
Updated over a week ago

What notifications do my clients receive for appointments and classes?

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Written by Angela
Updated over a week ago

Can I list more than one person under a client email?

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Written by Angela
Updated over a week ago

How do I edit the client's number they opted in with?

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Written by Angela
Updated over a week ago

How can I see who's opted into text message reminders?

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Written by Angela
Updated over a week ago

How do I disable client text message reminders?

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Written by Angela
Updated over a week ago

Can clients send a message to me when booking?

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Written by Angela
Updated over a week ago

How do I reply to a Client Message?

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Written by Angela
Updated over a week ago

How do I add notes to a client profile or appointment?

Appointment notes, client notes, and client alerts
Angela avatar
Written by Angela
Updated over a week ago

What are client alerts?

Client alerts for class and workshop rosters
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Written by Travis Truax
Updated over a week ago

What are client tags used for? How do I add, remove or delete a Tag?

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Written by Angela
Updated over a week ago

How do I block a client from booking online?

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Written by Angela
Updated over a week ago

How can I see when a confirmation or reminder was sent?

Notifications
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Written by Angela
Updated over a week ago

How do clients cancel/reschedule their appointments online?

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Written by Angela
Updated over a week ago

Why can't my client see any upcoming appointments?

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Written by Angela
Updated over a week ago

Is my client information private with Schedulicity?

Privacy and security
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Written by Angela
Updated over a week ago