Help Center/Clients

Goal: Review client history, upcoming bookings, and any packages.

View a client profile

Where: Clients → select a client.

Last updated: March 6, 2026

Goal: Review client history, upcoming bookings, and any packages.

Where: Clients → select a client.

Steps

  1. Go to Clients and select a client.
Screenshot: Client profile view with history and packages
Screenshot: Client profile view with history and packages
  1. Review upcoming bookings and past sessions.
  2. Check package status (remaining sessions) if applicable.
  3. Add a note if you want to record preferences or goals.

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