Clients

This section covers everything related to managing your client list — from adding new clients to tracking their progress over time.
In this section﻿ Adding and managing clients⁠  — adding clients one by one or in bulk.
﻿ Client profiles explained⁠  — bookings, billing, progress notes, and per-client defaults.
﻿ Filtering and searching clients⁠  — finding who you're looking for.
﻿ Sending their schedule⁠  — sharing a client's upcoming bookings.
﻿ Progress notes⁠  — a private record of how a client is getting on.
Related articles
→  Bookings & Requests⁠ ﻿
→  Calendar & Scheduling⁠ ﻿
→  Products & Payments⁠ ﻿
Need help? Contact us at  support@bobclass.com ﻿
Main website:  https://bobclass.com ﻿
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