Client Management

Why do I see CCPA in my client list?

CCPA regulations, compliance, clients name, client list, CCPA Privacy, California consumer privacy act, missing client name

Written by Travis Truax
Updated over a week ago

How do I manage my client list?

Adding new, searching, editing, deleting, tagging, merging duplicates

Written by Angela
Updated over a week ago

How do I import my client information?

Import client list into Schedulicity

Written by Angela
Updated over a week ago

How do I view my Complete Client List?

Export your clients

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

Written by Angela
Updated over a week ago

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

Written by Angela
Updated over a week ago

How do I enable client text message reminders?

Text reminders, texts, client notifications

Written by Angela
Updated this week

How do I customize the client email or text reminders?

Email confirmation/notifications and text reminders

Written by Angela
Updated over a week ago

How do I set up client intake or registration forms?

A work-around for paperless forms required for booking, intake forms, Covid-19, Covid-19 Waiver

Written by Chelsea
Updated this week

How do I change when client reminders get sent out?

Settings for email or text message reminders

Written by Angela
Updated over a week ago

What is the Reliability Rating? Can I change it?

Client ratings for no-shows

Written by Angela
Updated over a week ago

What notifications do my clients receive for appointments and classes?

Email and text appointment reminders

Written by Angela
Updated this week

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

Written by Angela
Updated over a week ago

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

Change text reminder phone number, editing text number, SMS number

Written by Angela
Updated over a week ago

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

Client text message reminders

Written by Angela
Updated over a week ago

How do I disable client text message reminders?

Turn off appointment text reminders add-on

Written by Angela
Updated over a week ago

Can clients send a message to me when booking an appointment?

Written by Angela
Updated over a week ago

How do I reply to a Client Message?

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

Written by Angela
Updated over a week ago

What are client alerts?

Client alerts for class and workshop rosters

Written by Travis Truax
Updated over a week ago

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

Adding tags, removing tags, deleting tags, and tag management to help organize clients

Written by Angela
Updated over a week ago

How do I block a client from booking online?

Written by Angela
Updated over a week ago

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

Notifications

Written by Angela
Updated over a week ago

How do clients cancel/reschedule their appointments online?

Written by Angela
Updated over a week ago

Why can't my client see any upcoming appointments?

Written by Angela
Updated over a week ago

Is my client information private with Schedulicity?

Privacy and security

Written by Angela
Updated over a week ago