Know Your Clients
4.1 Manage your client list
Keeping track of your clients is easy with SkedMe. Here's how you can view and manage everyone you've ever booked with.
👥 Access the Full Client List
- Click on the Customers tab from the left-hand menu.
- You'll see a list of all past and current clients, including:
- Name
- Phone number
- Quick buttons to call or email directly
[INSERT SCREENSHOT: Full client list with call/email buttons]
🔍 Search for a Specific Client
Use the search bar at the top to quickly find any client by name, email, or phone number.
[INSERT SCREENSHOT: Customer tab with search bar highlighted]
📁 Open a Client Profile
Click on a client’s name to view their full profile. You’ll see:
- Contact details
- A field to add client notes
- A list of all upcoming and past bookings for that client
[INSERT SCREENSHOT: Client profile page with notes and booking history]
⚡ Take Action on Bookings
From the client’s page, you can:
- Open any booking
- Reschedule, cancel, or mark no-shows
[INSERT SCREENSHOT: Booking actions inside a client’s profile]
That’s it! Now you can manage all your clients in one place—fast, easy, and organized ✅