Client Management

Can I customize my client text reminders?

Notifications, customize, SMS, text message, reminders

Written by Chelsea
Updated this week

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 set up client text message reminders?

Text reminders, texts, client notifications, SMS

Written by Angela
Updated this week

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 this week

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 this week

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 this week

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