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Clients
Everything on your clients, communications, and appointment information
40 articles in this collection
Written by
Felix Livni
and
Matt Tucker
Your Client List
Importing / Exporting Clients
Upload clients to your list or download your list to a file
Written by
Matt Tucker
Updated over a week ago
Importing phone contacts to your client list
Exporting clients from your iPhone or Android phone to add to Schedulista
Written by
Matt Tucker
Updated over a week ago
How do I see client history?
Reviewing a client's past appointments
Written by
Felix Livni
Updated over a week ago
How to merge clients
Managing duplicate client records
Written by
Matt Tucker
Updated over a week ago
How to merge multiple client records
Managing multiple duplicate client records
Written by
Matt Tucker
Updated over a week ago
How to merge client records when a merge button doesn't appear
Managing duplicate client records
Written by
Matt Tucker
Updated over a week ago
Blocking a client from scheduling online
Prevent a client from booking with your business in Schedulista
Written by
Matt Tucker
Updated over a week ago
Unblocking a client for scheduling online
Allowing a blocked client to schedule online in Schedulista again
Written by
Matt Tucker
Updated over a week ago
Notes
How do I take appointment notes?
Notes for a specific appointment
Written by
Matt Tucker
Updated over a week ago
How do I view appointment notes?
Reviewing appointment notes on the calendar, the appointment report, or in the client history
Written by
Matt Tucker
Updated over a week ago
How do I take client notes?
Notes on the client record
Written by
Matt Tucker
Updated over a week ago
Appointment Reports
About Appointment Reports
Reports on your past or upcoming appointments in Schedulista
Written by
Matt Tucker
Updated over a week ago
How do I run an appointment report?
Appointment reports for single user or multi-user accounts
Written by
Matt Tucker
Updated over a week ago
Exporting or printing an appointment report
Save a report to file or print a report
Written by
Matt Tucker
Updated over a week ago
Client Communications
What kinds of appointment confirmations and reminders will clients receive?
The email and text appointment notifications
Written by
Matt Tucker
Updated over a week ago
How do I adjust when appointment reminders are sent to clients?
Adjusting your client communication timeframe
Written by
Matt Tucker
Updated over a week ago
How can clients receive text (SMS) reminders for appointments I set for them?
Sending text reminders for appointments set directly on the calendar
Written by
Matt Tucker
Updated over a week ago
About Custom Messages
Personalize or add additional information to client communications
Written by
Matt Tucker
Updated over a week ago
Adding a custom message to the appointment summary and emails
Personalize or add additional information to client communications
Written by
Matt Tucker
Updated over a week ago
Adding custom messages to the appointment summary and emails for specific services
Personalize or add additional information to client communications
Written by
Matt Tucker
Updated over a week ago
Removing custom messages
Deleting custom messages on client communications
Written by
Matt Tucker
Updated over a week ago
About Follow-Up Emails
Automatically send emails after appointments
Written by
Matt Tucker
Updated over a week ago
Adding a follow-up email
Say thanks and/or encourage clients to book their next appointment
Written by
Matt Tucker
Updated over a week ago
Adding an alternate follow-up email
Say thanks and/or encourage clients to book their next appointment
Written by
Matt Tucker
Updated over a week ago
Adding a follow-up email for specific services
Say thanks and/or encourage clients to book their next appointment
Written by
Matt Tucker
Updated over a week ago
Removing a follow-up email
Getting rid of automated emails sent after an appointment
Written by
Matt Tucker
Updated over a week ago
Disabling follow-up emails
Pausing or stopping emails from being sent after appointments
Written by
Matt Tucker
Updated over a week ago
About Mailchimp Integration
How to send a bulk / mass email to clients
Written by
Matt Tucker
Updated this week
Setting up Mailchimp sync
Sync your client list to a Mailchimp mailing list for email marketing
Written by
Matt Tucker
Updated over a week ago
Pushing a Mailchimp sync
Immediately sync Schedulista and Mailchimp to update information
Written by
Matt Tucker
Updated over a week ago
Client FAQs
How can clients cancel an appointment online?
Written by
Matt Tucker
Updated over a week ago
How can a client reschedule their appointment online?
When your client needs to move their appointment
Written by
Matt Tucker
Updated over a week ago
How can I have clients call to schedule an appointment?
Turning off online scheduling for a specific service
Written by
Matt Tucker
Updated over a week ago
How to change a client's time zone
When their local time is different from yours
Written by
Matt Tucker
Updated over a week ago
Why is my client's email in Gmail showing the wrong timezone?
Separating a Google Calendar event notification/request from a Schedulista reminder
Written by
Felix Livni
Updated over a week ago
What happens if clients reply to the confirmation or reminder email or the text reminders?
Auto-responses to client replies to appointment notifications
Written by
Matt Tucker
Updated over a week ago
How can I email a client or bulk / mass email my clients in Schedulista?
Using our Mailchimp integration to contact clients directly
Written by
Matt Tucker
Updated over a week ago
How can I text a client or bulk / mass text my clients in Schedulista?
Written by
Matt Tucker
Updated over a week ago
Why won't the Confirmations, Reminders, Notifications page save when I edit a custom message?
Resolving invalid custom message overrides
Written by
Matt Tucker
Updated over a week ago
How do I use my client list with other email marketing services?
For services like Constant Contact, AWeber, ActiveCampaign, and more
Written by
Matt Tucker
Updated over a week ago