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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
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Written by Caro Syson

Add Clients

How to add a new client & image and show where to add notes.
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Written by Caro Syson. Updated over a week ago

Edit or Delete Clients

How to edit and delete a client
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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
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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
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Written by Caro Syson. Updated over a week ago

Import a Client List

How to import clients into Pocket PA using our template
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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
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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
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Written by Caro Syson. Updated over a week ago