Manage your clients

Clients is your customer list. Every person who books with you gets a client card automatically, and you can add people yourself. Open it from Clients in the sidebar.

#The client list

The table shows each client's name, contact details, language, birthday and consents. Small icons mark VIP clients and clients on Watch. Clients marked as players carry a Player badge.

Type in Search clients… to find someone by name, email, phone or tag.

The Consents column shows what the client agreed to: Marketing, Rankings, Camera and Discoverable. Only clients who agreed to marketing receive campaigns.

#Add a client

1. Click Add client.
2. Enter the Name. Everything else is optional: Email, Phone, Birth month, Birth day and Notes.
3. Click Create.

With a birth month and day, the client shows up under Birthdays today on the Today board.

#Open a client card

Click a row to open the card. It shows:

• VIP and Watch buttons. Watch asks for a reason, which then shows on the card for reception.
• A strikes badge counting no-shows and charged late cancellations. Set the limit under Services → Rules, in Repeat no-shows.
• Totals: Visits (completed out of all bookings), Spent, Owed and Wallet balance.
• Tags. Type in + tag and press Enter to add one. Click × on a tag to remove it.
• A timeline with tabs for All, Bookings, Payments, Wallet, Passes, Ratings and Inquiries.
• The client's active passes.
• Children, where you can add a child with a name and birth year. Children can be booked and enrolled in groups under the parent's account.

#Edit notes or remove a client

Open the ⋯ menu at the end of a row:

• Edit notes opens the client's notes.
• Remove asks you to confirm. The client card moves to Trash, and bookings and history stay in place. Click Undo in the message to bring it straight back.

#Merge duplicates

The same person sometimes ends up on two cards, for example after booking once as a guest and once signed in.

1. Click Find duplicates. Nola lists groups of cards with the same email, phone or exact name.
2. In each group, choose Keep this card on the one to keep.
3. Click Merge into selected.

Bookings, passes and children move to the card you kept. The other cards go to Trash.

#Open a client from anywhere

Open client in the calendar and in the bookings list takes you straight to that client's card.

#Related

• Players and training groups
• Client wallets
• Import your data
• Privacy and GDPR