How to Add Clients To Client Diary
Learn how to add clients to your Client Diary Database via the Calendar or Clients Menu, with steps …
How to Edit a Client’s Marketing Preferences
Learn how to customize a client's marketing preferences by following these steps in your Client …
Viewing the “Walk-In” Client’s Transaction History
Learn how to efficiently view transaction history for the default 'Walk-In' client in Client Diary …
How to View a Client’s History
Learn how to access a client's history via the Calendar or Client Screen, including appointments and …
How to View a Clients Loyalty Program History
Learn how to access a client's loyalty program history, including earned and redeemed points, in …