All Collections
Client Management
Client Management
Managing your client list in Schedulicity, import new clients, making edits
25 articles in this collection
Written by
Angela,
Travis Truax,
and
Chelsea
Can I customize my client text reminders?
Notifications, customize, SMS, text message, reminders
Written by
Chelsea
Updated over a week ago
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?
client login, client schedulicity account
Written by
Angela
Updated over a week ago
How do I customize the client email reminders?
Email confirmation/notifications and reminders, pre-care instructions, policies
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 over a week ago
How do I enable client text message reminders?
Text reminders, texts, client notifications, SMS
Written by
Angela
Updated over a week ago
What notifications do clients receive about their bookings? How do I customize when they're sent out?
Settings for email or text message reminders, how far in advance reminders go out
Written by
Angela
Updated over a week ago
What is the Reliability Rating? Can I change it?
Client ratings for no-shows, client star rating
Written by
Angela
Updated over a week ago
Can I list more than one person under a client email?
Family account, family booking, group account
Written by
Angela
Updated over a week ago
How do I edit the phone number a client is 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? How do I reply?
Client message, message center, reply to booking 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 this week