Clients
Topics on Clients
How do I view and edit history for clients who have purchased a course?
How do I add/remove points to a clients treatcard?
How to add client notes on your system?
How to set patch tests for online bookings
How do I find duplicate clients?
How do I set a client data retention period for GDPR
Put deposit to pay for a treatment?
How to change the price of courses
How to search a client using Treatcard
How do I make collecting a client's email address or mobile number mandatory?
How to drag and drop appointments?
How to view a client's Membership information?
How to add a deposit to a customer's account?
How do I create, assign and remove client categories?
How do I bulk archive clients?
Accessing and Editing a Client Credit Account Limit
What is the purpose of the linked client field?
How to create a patch test on a Client Card
How do I forget/delete clients to be compliant with GDPR
How to print off a client's service history
How to Export Client Details and Purchase Transactions to CSV from Phorest
How to change an Outstanding Balance to a Deposit on a client account?
How do I change the colour of the appointments for new clients?
How to set an automatic discount to Client Category
How do I zoom In/out on the appointment screen?
How to change the name on a gift card?