You can find and open a client profile by using the Search field or by viewing the Client list.
Open a client profile using the Search field
To open a client profile using the Search field, complete the following:
On the Top Nav Bar, click the Search button
, enter the client’s information in the box, and select the client’s name.You can click the Search options button
to display a list of options you can toggle ON to enhance your search experience:QUICK Auto Check-In
allows a staff member to check a client into a booked service directly from the search field in the Top Nav Bar.Lock search box
allows the search box to be opened and displayed on the Top Nav Bar.Include deactivated clients
allows deactivated clients to be included and displayed in the search field.Display client email address
displays clients emails in the search field.Display client phone number
displays clients phone numbers in the search field.Display client ID
displays client IDs in the search field.
Open a client profile using the client list
To open a client profile using the client list, complete the following:
Click the App Drawer button
then click View All > ClientsIn the list, click the client whose profile you want to open.
You may have to browse the list, use the Search option, or filter the list to find the client.