You can easily view and manage your contacts and clients right from your account's dashboard.
Whenever a new client contacts or schedules with you through the Client Portal, a Client Card is automatically created for the client in your account including all the information the client provided.
You can also add new clients and contacts to your account even if the client never contacted you before.
To add a new client, select the Clients menu on the left navigation bar and then click on New Client.
Provide the client's default information like email (not mandatory), first and last name and even upload your client's photo.
You can add more fields to the Client Card and save more information about your clients as needed.
Click here to learn more about the Client Card.
If you have enabled SMS reminders to clients for scheduled appointments, and you've updated the client's phone number in the client card, SMS reminder will be sent to your client.