You can see all your important client info at a glance when you click on an appointment in your calendar. The information in the quick view is customisable and great for managing a busy calendar.
Quick view tips:
- The information in the quick view is customisable which means you can pick the attributes you want to see – such as your clients preferred drink or their partner’s name
- If your client has a caution note in their client card – such as an allergy – this will always appear in the quick view
- If you have set up your security so your staff can’t have access to client details this info will also be hidden from the quick view
- ‘Message sent’ confirms that the client’s reminder text was sent successfully
- How many stars does your client have? Glimpse your selling opportunities when your client arrives.