Clients

The Clients feature allows you to manage a list of all your customers. You can easily create new client profiles, update their information, or delete them as needed.

Managing Your Clients

• Access: In your Schedula dashboard, click on Clients from the main menu to see a list of all your customers.
• View: The main list displays key information for each client, such as their name and contact details.
• Edit: To update a client’s information, simply click on their name. You will be able to edit their details and then save the changes.
• Delete: To remove a client from the list, select the client and choose the delete option.

Adding a New Client

To manually add a new client to your list:

• Go to the Clients page and click the Add New Client button.
• Enter the client’s information, such as their name, email, and phone number.
• Click “Save” to add them to your client list.