Client Database

The Master Client Database is the central hub for all client information. Every other module — billing, booking, POS — relies on it. This module teaches you how to search, add, edit, and manage client records confidently.

Lessons in This Module

1. Database Overview
   Tour the interface — data table, columns, summary statistics, and layout.
2. Searching for Clients
   Find clients by name, phone, email, ID, or custom filters.
3. Adding New Clients
   Register new clients with auto-generated IDs and required fields.
4. Editing Client Records
   Update contact information, addresses, and custom fields.
5. Client Status & Tags
   Manage Active/Inactive status and use tags for segmentation.
6. Trash & Recovery
   Safely delete records and recover them within 30 days.
7. Exporting Data
   Download client data as CSV for reports and mail merges.
8. Family Relationships
   Link clients as family members for household management.

Prerequisites

• Completed Module 1: Getting Started
• You can log in and navigate the staff portal

What You'll Learn