Help centre Clients & messages
Clients & messages
Client records, consultations, forms, campaigns and reminders.
- The client recordEverything about one client, tab by tab.
- Consultation and aftercare formsBuild forms, send them before a visit, attach them to services.
- Reminders, confirmations and one-to-one messagesWhat goes out automatically, what it costs, and how to message a client yourself.
- Marketing consentWho you can message and how consent is captured.
Not what you were after?
Ask the assistant, or message the team and a person will reply.