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Clients
Maintain useful, privacy-aware client records.
Articles in this category
10 resultsAvailable5 min read
Manage client profiles
Keep useful contact, preference, and visit context while minimizing sensitive data.
ClientsAvailable5 min read
Search and filter clients
Complete search and filter clients in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
ClientsAvailable5 min read
Create a client profile
Complete create a client profile in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
ClientsAvailable5 min read
Edit client notes
Complete edit client notes in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
ClientsAvailable5 min read
Review client history
Complete review client history in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
ClientsAvailable when configured5 min read
Manage client loyalty
Complete manage client loyalty in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
ClientsAvailable when configured5 min read
Review client gift cards and packages
Complete review client gift cards and packages in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
ClientsAvailable5 min read
Manage client consent and preferences
Complete manage client consent and preferences in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
ClientsAvailable when configured5 min read
Use the client barcode
Complete use the client barcode in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
ClientsAvailable5 min read
Handle a possible duplicate client
Complete handle a possible duplicate client in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
Clients