Help center › Checkout
Clients at checkout
Find a client by name, phone or email, or add a new one. New clients are saved as contacts in your account.
The ticket shows visits, lifetime spend, last visit and who they usually see, plus badges for new clients, birthday month, next appointment, gift card balance, membership, packages, tax exemption and do-not-contact.
Profile opens the full picture: the client's chart, forms and waivers, upcoming appointments, usual services (tap to add), packages and membership, tax exemption, open balances, notes and ticket history with Add again.