Client history
NOTE: The word "clients" is personalized based on your industry. You might see "customers", "patients" or "students", or another custom word in your account. We'll stick with "clients" to make this article a bit easier to read. =)
Bookedin keeps track of all of your clients, their booking history, payment history, and any detailed information you need to track. Here is a quick tour of everything you can do with your Bookedin clients list.
Where is my client list?
Main Client List
Client List: An alphabetized list of all your Bookedin clients,
Search: By name or phone number,
Add new client: You can manually add clients, but they also get automatically added whenever a appointment class or workshop gets booked. Learn more about adding clients.
Delete: Permanently delete any client and all of their information.
Request a Payment: Sends them a payment request email for any amount.
Export/Import: Instructions here.
Mobile app view:
Desktop view:
Client Profile
To view an individual client click on their name or View details & history. This will show you their full information, booking history, and payment history.
Client Info: This tab contains the heart of the client file and all information you've collected or added about this client. Custom client info you've collected will also appear here.
Booking History: This tab displays the full booking history of your client. If you're on desktop, you'll see the full information about each booking including whether it was confirmed in advance and if the client was a no-show. Custom booking info will also appear here.
Mobile view:
Desktop view:
Payment History: A history of all payments requested and paid by this client including the service name, price, date paid (if applicable), and option to issue a refund. On desktop if you sent a payment request and they haven't paid yet, there's an option to re-send the payment request.
Mobile view:
Desktop view:
Comments