Clients

Everything on your clients, communications, and appointment information

28 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 yesterday

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

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

What is an appointment report?

Reports on your past or upcoming appointments

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 I add a custom message to appointment confirmation & reminder emails?

Personalize or add additional information to client communications

Written by Felix Livni
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

Is there a way to set up an automated follow-up/thank you message to clients following their appointment?

Encouraging clients to schedule their next appointment

Written by Felix Livni
Updated over a week ago

About Mailchimp Integration

How to send a bulk / mass email to clients

Written by Matt Tucker
Updated over a week ago

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 send a bulk / mass email to my clients?

Using MailChimp to contact clients

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