Client Management

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

Angela avatar Travis Truax avatar Chelsea Anderson avatar
25 articles in this collection
Written by Angela, Travis Truax, and Chelsea Anderson

How do I manage my client list?

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

How do I import my client information?

Import client list into Schedulicity
Angela avatar
Written by Angela
Updated over a week ago

How do I view my Complete Client List?

Export your clients
Angela avatar
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
Angela avatar
Written by Angela
Updated over a week ago

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

Angela avatar
Written by Angela
Updated over a week ago

How do I enable client text message reminders?

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

How do I customize the client email or text reminders?

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

How do I change when client reminders get sent out?

Settings for email or text message reminders
Angela avatar
Written by Angela
Updated over a week ago

What is the Reliability Rating? Can I change it?

Client ratings for no-shows
Angela avatar
Written by Angela
Updated over a week ago

What notifications do my clients receive for appointments and classes?

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

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

Angela avatar
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
Angela avatar
Written by Angela
Updated over a week ago

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

Client text message reminders
Angela avatar
Written by Angela
Updated over a week ago

How do I disable client text message reminders?

Turn off appointment text reminders add-on
Angela avatar
Written by Angela
Updated over a week ago

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

Angela avatar
Written by Angela
Updated over a week ago

How do I reply to a Client Message?

Angela avatar
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
Travis Truax avatar
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
Angela avatar
Written by Angela
Updated over a week ago

How do I block a client from booking online?

Angela avatar
Written by Angela
Updated over a week ago

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

Notifications
Angela avatar
Written by Angela
Updated over a week ago

How do clients cancel/reschedule their appointments online?

Angela avatar
Written by Angela
Updated over a week ago

Why can't my client see any upcoming appointments?

Angela avatar
Written by Angela
Updated over a week ago

Is my client information private with Schedulicity?

Privacy and security
Angela avatar
Written by Angela
Updated over a week ago