The term "Client" within checkAppointments is a universal term that refers to anyone who books an appointment with you. You can add previously existing clients to your checkAppointments database and/or the database will auto-populate as people use your scheduler to book appointments. In the set of tutorials below, we'll go through the several aspects of the system that involve clients. Use the links below to find out the basics behind clients:
- Adding a new client
- Editing existing clients information
- Looking up clientsGenerating Client List report
- Generating a report of services by client
- Using Custom Field forms to get additional information from clients
- Directing clients to your scheduler