Clients

Client records

Each client profile contains core details, booking history, messaging context, and loyalty status. Keep profiles complete to improve targeting and support quality.

Common actions

• Add or edit contact details
• Review booking timeline and cancellations
• Check loyalty points and redemptions
• Apply account restrictions when policy requires it

Data quality checklist

• Use one profile per client email or phone.
• Merge duplicates before campaign sends.
• Confirm consent preferences before announcements.

When to use client status controls

Use status controls for repeated no-shows, policy abuse, or fraud concerns. Always leave an internal note so your team knows why a decision was made.