Bookings & clients
Your client list
Search, filter, and manage every client, and use the client detail page as your CRM hub.
Some features roll out gradually. If you do not see this section in your dashboard, it is not enabled for your account yet.
Where to find it: Clients (/dashboard/customers).
The Clients page lists every person you have booked with, met, or who reached out. It is the hub of your CRM. Each client has a detail page with contact info, notes, tags, and activity.
How to find a client
- Open Clients in your dashboard.
- Type a name in the search box.
- Filter by status or by Source. Archived clients are hidden by default.
Statuses
| Status | Meaning |
|---|---|
| Active | A current client. |
| Dormant | A client with no recent activity. |
| Archived | A client you removed from the main list. Hidden by default. |
Client sources
Each client records where they came from. The sources include Instagram, WhatsApp, email, web form (your storefront), bzar marketplace, walk-up, referral, repeat customer, Square and Shopify imports, and more. New senders in your inbox can become clients — see triaging new senders.
The client detail page
Open a client to see and manage:
- Bookings — every booking with this client. See bookings and the client page.
- Emails and phones — add or edit contact methods.
- Tags and notes — label the client and keep private notes.
- Activity — the client's inbox conversation. Each client has one conversation. See the inbox.
- Referrals — who referred this client, and who this client referred.
- Messages — open a linked bzar Messages thread.
- Payment plans — the client's recurring billing plans. See payment plans.
- Automation enrollments — the email sequences this client is in. See automations.
Good to know
- Archive a client to remove them from the default list without deleting their history.