Use the client directory
Find clients, add contact details, view history and keep private notes.
Client records are created by online bookings or can be added manually. They keep contact details, appointment history, forms and private team notes together.
In the app Search Clients, open a profile or add a new client.
Open Clients and use search to find a name, email or phone number.
Tap a client to see contact details, booking totals, forms, private notes and appointment history.
Use Edit to update guest client details or save private notes when your role allows it.
Tap the plus button to add a client, or add an appointment directly from the open client profile.
Use Message when you need to continue the conversation in OneDiary.
In the portal The portal adds filtering, sorting and duplicate merging to the client directory.
Open Clients and search, filter or sort the directory.
Select a client to view contact details, appointment overview, forms, notes and history.
Edit guest contact details or save private notes.
If Possible duplicates appears, compare both records carefully, choose which details to keep and merge them only when they are the same person.
Use the plus button to add a client or create an appointment from the client page.