Select a client anywhere, in the client list, a booking or a search, and their profile opens over what you were doing. Close it and you're back where you were, with any booking still in progress.
The left side
The client's name, email and phone, tags (with Add tag), their Home location (if you manage clients, tap it to change it) and, under Also at, the other locations they've visited. Book now starts a booking for them. Below are their loyalty points, birthday and when they became a client. If they're blocked, it says so, with who blocked them. See Blocked and flagged clients.
The sections
| Section | What's there |
|---|---|
| Overview | Their wallet, total sales, appointments, rating, loyalty points, cancellations and no-shows, any consent on file, and a reminder when they're due back |
| Activity | Everything that has happened, newest first |
| Messages | Your text conversation with them, the same one as in the inbox |
| Appointments | Past and upcoming visits |
| Sales | Every sale, with a link to its receipt |
| Client details | Their contact details, emergency contacts, address, personal details and what they've agreed to be sent, including whether they've stopped Texts from Owneli's old shared number |
| Items | Memberships, packages and gift cards they hold |
| Documents | Forms and consents they've completed |
| Photos | Before-and-after photos, for roles allowed to see them |
| Wallet | Account credit and saved cards |
| Loyalty | Points, tier and rewards |
| Reviews | Reviews they've left |
| Incidents | Incidents recorded about them |
The Actions menu
Select Actions under their name:
| Group | Actions |
|---|---|
| Communication | Messages, Send a form or care guide |
| Care and notes | Add allergy, Add staff alert, Add patch test |
| Sales and rewards | Reward, Sell, Sell gift card, New quote |
| Client profile | Add tag, Edit client details, Merge profiles (admins) |
| Safety and access | File incident, Block from booking |
| Manage client | Data requests (admins), Delete client |
You only see the actions your role allows.
Consent on file
When the client has signed a consent or ticked a consent box, the Overview shows Consent on file with the date, and View consent opens it. Looking at consent is recorded in the audit log, like any clinical record.
Hidden is not the same as empty
Allergies, notes, contact details, spend and photos each need their own permission. If your role doesn't include one, it shows as hidden, never as "none recorded". A profile that looks thin to you may be full for a colleague. See Why is a field hidden from me?
Check it worked
To link to a client, copy the address of their profile. It opens the same profile for anyone on your team who's allowed to see it.
If something goes wrong
Where do I see what a client signed?
Open Documents and select the form to see the answers and signature. See Review a submitted form.
How do I change their details?
Select Actions → Edit client details. It opens the same form you add a client with.
Why does a profile look emptier to me than to my manager?
Contact details, clinical details, spend and photos each need their own permission. What you can't see shows as hidden.