Client records

2 minutes readLast updated August 18, 2026

Summary

Everyone who has booked with you, in one place.

Where it is

Clients in the sidebar.

What is on a client

Contact details, appointment history with dates and years, total spent, notes, and a timeline of activity including the messages OperMae sent them.

How records are created

A client is created the first time someone books, whether online or added by you. Bookings from the same person are matched to the existing record rather than duplicating it.

Editing and notes

Update contact details when they change, and keep notes for anything worth remembering. Notes are internal.

Archiving

Archive a client you no longer work with. Their history and your reports are preserved.

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