Client Management
Your central hub for managing client records, contact details, and medical history.
Quick Start
Navigate to: Dashboard → 'Client Management' → 'Clients'
From here you can:
- View all clients
- Search by name, email, or phone
- Add new clients
- Click any client to view their full profile
Adding Clients
Two ways to add clients:
- From Clients page: Click 'Add Client' button (top right)
- During booking: Click '+ Add New Client' in the client dropdown
More details: Adding Clients
Client Profiles
Click any client to view their profile:
- Contact info: Name, email, phone, address
- Appointment history: All past and upcoming bookings
- Treatment records: What treatments they've had
- Medical history: Allergies, medications, conditions
- Clinical notes: Private notes from appointments
- Photos: Before/after images
Medical History
Record important medical information:
- Allergies (especially to numbing agents or products)
- Current medications
- Previous aesthetic procedures
- Medical conditions
More details: Medical History
Bulk Communications
Send SMS or email campaigns to multiple clients:
Navigate to: Clients → 'Bulk Communications'
- Select recipients (all clients, or filter by criteria)
- Choose SMS or Email
- Write message
- Send
Requires: Twilio setup for SMS. See SMS Setup.
More details: Bulk Communications
Related Guides
Need help? support@aestheti.cc
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