How do I manually add and manage client records in the CRM?

You can manage client records from the CRM/contacts area of your dashboard.

To manually add a client:

• Open the CRM or Contacts section.
• Click Add Contact or Create Client.
• Enter the client’s basic info, such as:
• Name
• Email
• Phone number
• Notes
• Any custom details you track
• Save the record.

Once a client record exists, you can usually manage:

• Contact information
• Notes and internal history
• Bookings tied to that client
• Messages or communication history
• Lead/customer status
• Tags or lists, if your account uses them

For ongoing management, open the client record whenever you need to update details, review their activity, or send a message.

If you want, I can also help you find a specific client record

Watch the 30–60 second walkthrough.