Find a client and read their record

Every client has one record: visits, spend, notes, patch tests and points. Search by name, phone or email.

Who can do this: Everyone
Where to find it: Dashboard > Clients

Step 1: Open Clients.
Step 2: Type a name, phone number or email into the search box.
Step 3: Use the tier and status filters to narrow the list.
Step 4: Tap the client to open their record.
Step 5: Read the overview: lifetime spend, number of visits, first and last visit, then the tabs for bookings, notes and points.

Check it worked: The record opens with the client's details and their booking history.

Last reviewed 22 October 2026 by Sam. Something look different? Open More, then Report Issue in your dashboard and name this guide.