Clients

Clients lists everyone who has booked. The count shows at the top.

Find someone

Type a name or part of a phone number in the search box. Press Online booking blocked to show only clients who are blocked from booking online.

A client’s card

Click a client to open their card. It shows their contact details, notes, card on file and forms, and their appointments in Upcoming and History. Visits from before KlevaBook are listed under Before KlevaBook. Photos the desk added to appointments appear there too. You can edit contact details and notes in place, add another phone or email, and press Schedule next to book their next visit.

Block online booking

On the card, switch Online booking off. The booking page and the AI receptionist then refuse this number, but the desk can still book them. Square has no way to receive this from KlevaBook. To block them in Square as well, open the customer there and choose Block from booking, and unsubscribe them from email marketing there too.

Merge duplicates

When KlevaBook finds clients that look like the same person, a banner on the Clients screen counts the possible duplicates. Open it, press Keep this on the one to keep, then merge. The other record’s appointments, history, forms and phone numbers or emails move to the one you kept. Contact details only fill blanks, and notes are kept. This can’t be undone. People with the same name but different phone numbers are left out because they are usually two people.

Deleting

Clients can’t be deleted. See “What KlevaBook doesn’t do”.