Clients, Staff & Documents

Tour your client directory: search, history and the details you keep on every client. Let's get started. First, open Clients from the sidebar under Operations. Next, search by name or email and sort by Name, Email or Date Created. Then, filter by Status: Active or Inactive. Finally, click View to open a client's profile. That wraps up clients overview. Next, we'll look at how to add a client. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Add a new client record with their contact details. Let's get started. First, open Clients and click Add Client. Next, enter the First Name, Last Name, Email and Phone. Then, add the Address, Birthday and Preferred Branch if you want them. Finally, save the client. Pro tip: A birthday lets you send automatic birthday offers later. That wraps up how to add a client. Next, we'll look at how to read a client's profile. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Group clients by what they do, such as visits or spend, so you can message them together. Let's get started. First, open Client under the Business group and click Client Segments. Next, create a segment and set the rules. Finally, save and check who matches. That wraps up how to create client segments. Next, we'll look at how to use client tags. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Tag clients with simple labels such as VIP or new so you can find them fast. Let's get started. First, open Client and click Client Tags. Next, create a tag. Finally, add the tag to clients from their profile. That wraps up how to use client tags. Next, we'll look at how to create a custom field. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Add your own question to the booking form or the client profile. Let's get started. First, open Custom Fields and click Add Field. Next, enter the Field Name and choose the Field Type, such as Text, Number, Date, Select, Multi-Select or Yes / No. Then, choose Display In: Booking Form, Client Profile or Both. Finally, turn on Required, Visible to Client or Editable by Client as needed, then save. That wraps up how to create a custom field. Next, we'll look at how to make a field required or visible to clients. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Control whether a custom field is required and whether clients can see and edit it. Let's get started. First, open the field. Next, turn Required on or off. Then, turn Visible to Client and Editable by Client on or off. Finally, save your changes. That wraps up how to make a field required or visible to clients. Next, we'll look at staff overview. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Tour the staff area: your team directory, job titles, roles and shifts. Let's get started. First, open Staff from the sidebar under Operations. Next, review the tabs: Directory, Job Titles, Team Members, Roles and Shifts. Finally, filter by Active, Inactive or Pending Setup. That wraps up staff overview. Next, we'll look at how to add a staff member. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Add a team member with their contact details, services and calendar color. Let's get started. First, click Add Staff. Next, enter the First Name *, Last Name * and Email *. Then, choose the Job Title, Branch and Calendar Color. Finally, choose the Assigned Services and save. That wraps up how to add a staff member. Next, we'll look at how to link staff to a login account. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Design a custom role for roles that do not fit the standard ones, such as a front-desk receptionist. Let's get started. First, open Custom Roles and click Create Role. Next, name the role and tick what it can do. Finally, save, then assign it from Staff. One thing to watch for: Custom roles need the Custom Roles module on your plan. That wraps up how to build a custom role. Next, we'll look at documents overview. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

See how to store documents, share them with clients and collect signatures. Let's get started. First, open Documents from the sidebar under Operations. Next, browse your documents by Document Type: contracts, invoices, receipts, proposals, policies, certificates and more. Finally, notice the sections for shared documents and signature requests. That wraps up documents overview. Next, we'll look at how to upload and organise a document. If this helped, subscribe for the rest of the Clients, Staff & Documents series.

Upload a document, give it a type and put it in a folder. Let's get started. First, upload a document. Next, enter the Title, Description, Document Type and Folder. Finally, turn on Confidential if it is private, then save. That wraps up how to upload and organise a document. Next, we'll look at how to share a document with a client. If this helped, subscribe for the rest of the Clients, Staff & Documents series.