Manage your client list
In this guide, you'll learn how to manage multiple clients at once, including bulk blocking and bulk deleting, to keep your client list accurate and up to date.
Block multiple clients at once
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Use the checkboxes on the left to select the clients you want to block.
- Click Actions and select Block clients.
- Select a blocking reason and click Block to confirm.
Blocking a client prevents them from booking online, but you can still book them manually from your calendar.
Delete multiple clients at once
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Use the checkboxes on the left to select the clients you want to delete.
- Click Actions and select Delete clients.
- Click Delete in the confirmation pop-up to permanently remove the selected profiles.
Deleting clients is permanent and cannot be undone. Their past sales and appointment data will remain in your records.