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Clients
Client Account
When clients make online bookings, they will be able to register their own personal client account. In the account, clients can manage their upcoming bookings, profile settings, history, view/buy Pack...
Client Information Fields
To customize client information fields and re-arrange their order, go to Settings > Preferences > Client Info Fields. Field labels and their order will be reflected in the client's profile and o...
Client Tags
A tag is an identifier, namely, a keyword, that you can add to a client’s profile in order to organize or sort your clients. To add a tag:1) Go to 'Clients' tab and open client profile.2) Under ...
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 Internal Notes field, enter your note and click "Save". Added note will only be linked to ...
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...
Where can I see client's appointment history?
1. Navigate to Clients tab.2. Search or select a client, then click ‘Activity’ tab.