Clients
Everything you need to know about creating the best client list with all the info you need about each one of them all in one place.
7 articles
Written by Caro Syson

Add Clients
How to add a new client & image and show where to add notes.
Written by Caro Syson. Updated over a week ago
Edit or Delete Clients
How to edit and delete a client
Written by Caro Syson. Updated over a week ago
Adding an attachment to your Client contact
How to add a pdf or jpg to each client
Written by Caro Syson. Updated over a week ago
Client appointment, payment, sales, invoice and message history
How to see the entire client history in the client details area
Written by Caro Syson. Updated over a week ago
Import a Client List
How to import clients into Pocket PA using our template
Written by Caro Syson. Updated over a week ago
Sorting your Client List
How to sort and filter your clients according to name, email, phone number, appt payments, sales and invoices and latest appointment date
Written by Caro Syson. Updated over a week ago
Export Client Lists and understanding the info
How to export your client list from Pocket PA and sorting your information
Written by Caro Syson. Updated over a week ago