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Clients

How can I block a client from booking online?

1. Navigate to Clients tab. 2. Search or select a client you want to block from online booking. In the ‘Client Profile’ tab check box ‘Disable Online Booking’ and click ‘...


How do I add notes to a client's profile?

1. Navigate to Clients tab. 2. Search or select the client to whom you want to add the note. In the Notes field, enter your note and click "Save". This note will only be linked to the client...


How do I delete a client?

1. Navigate to Clients tab. 2. Search or select a client you want to delete. Then click ‘Delete Client’ button in the upper right corner.


How do I import my clients .csv data file?

Before importing your clients .csv data file, please make sure your .csv file follows BookSteam column order. 1. Open your .csv file and check if it has the same pattern as an example below:First name...


How do I search for a specific client?

1. Navigate to Clients tab. 2. In the upper left hand side search box enter client’s first name, last name or email and click search button or hit Enter.


Merging Duplicate Client Profiles

You can merge duplicate client profile records into one.1. Navigate to the 'Clients' tab and select duplicate client profile.2. Click 'Merge' button.3. Enter and select the name of the main/primary pr...


Private Client Management Panel

Whenever clients book their first appointment, BookSteam automatically sets them up with a private area where they can manage their bookings, manage their profile settings, check history, view/buy Pac...


Where can I see client's appointment history?

1. Navigate to Clients tab.2. Search or select a client, then click ‘Activity’ tab.


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