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Clients

Everyone who has messaged or booked, A to Z, with their visits, notes and WhatsApp status.

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Written by Colin Swart

Before you start

  • Clients appear here after they message you or book.

  • Nobody calls or messages clients from the app. Clovie talks to them on WhatsApp.

Find a client

  1. Open the menu and tap Clients.

  2. Type a name or phone number in Search clients.

Recent shows the people you spoke to last. The letters down the side jump through the list.

What's on a client's page

  1. Tap a client.

  • Up next: their next booking. Tap it to open it.

  • Figures: Visits, Books every, Last visit and Spent.

  • Contact: Mobile, Email and WhatsApp messages.

  • Notes: what your team wrote about them.

  • Visits: their past bookings.

Add a note

  1. On the client's page, tap Add a note.

  2. Choose General, Preference or Alert.

  3. Type the note, then tap Add.

To delete a note, swipe it or tap its more button. Undo delete shows for a moment after.

Book a client

  1. On the client's page, tap Book.

  2. Check the request in the chat, then tap Send.

Note: A blocked client can't be booked, and Clovie sends them nothing. A client who opted out of WhatsApp gets no reminders or confirmations.

Still stuck?

Open Clovie and ask in Chat.

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