Your client list (and blocking problem callers)

Your client list

Every booking builds your client list automatically — whether it came from a call, a text, or your booking page. Open Clients in the sidebar to see everyone, their visit history, and their contact info. No manual data entry: your AI captures the name and number on the call, and online bookings file themselves.

What’s on a client

• Visit history — every appointment, which service, and when they last came in. This history powers win-back nudges and lets your agent greet returning callers by name.
• Contact info — the number confirmations, reminders, and review invites go to.
• The block shield — the control on the right of each row, for the rare caller you’re done with.

Tap any row and the client’s full record opens — client notes, photos, and a visit-by-visit service history you can annotate. See Client history.

Blocking a client

Chronic no-shows, abusive callers, pranksters — every business eventually has one. Tap the shield on their row to block them. Here’s exactly what changes:

• Calls: your agent politely says it can’t assist on this line and ends the call — it won’t book, cancel, or answer questions for them.
• Texts: messages from their number are ignored entirely; no reply is sent.
• Automations: they’re excluded from reminders, review invites, and win-back nudges.

Blocking is instant and fully reversible — tap the shield again to unblock, and calls, texts, and booking work again immediately. Their history stays intact either way.

Deleting a client

Deleting a client with upcoming bookings is a two-step confirm: their bookings are cancelled properly — the client gets the official cancellation text, your waitlist hears about the freed time, and synced calendars update — and then the client record is removed. Past visits stay in your history.

Two things worth knowing before you confirm: deleting a blocked client also removes the block, so they’d be able to book again — and if they have an open job with an unpaid invoice, the job stays on your board but loses its contact info.

Renaming a client

Fix a typo or update a name and it follows through automatically: upcoming bookings and open jobs show the new name right away, while past visits keep the name they were booked under.