Clients and follow-up
Client records, history, healing follow-up and touch-up policy.
4 articlesHow do I automate healing follow-up (aftercare)?
Set up a default aftercare protocol and a timeline of automatic follow-up messages to support your clients after their session.
How do I create and fill out a client record?
Add a new client from the list, enter their contact details, then fill out their record with notes, tags, history, and active projects.
How do I set the rules for free and paid touch-ups?
Configure the touch-up policy directly on each service, in dedicated sections that appear based on the chosen category.
Where do I find a client's history (appointments, consent forms, reviews)?
From the client record, find every past appointment, signed or pending consent forms, and reviews left, with filters and pagination.