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Clients

Find customer records and keep client information organized.

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Explore Clients

8 guides

View your clientsOpen the customer list, search client records, and switch between active and banned customers.Web + Mobile Export clientsDownload customer records from the EasySched web Clients workspace as CSV or Excel workbook.Web Add a clientCreate a customer record from the EasySched web Clients workspace.Web Edit a clientUpdate a customer record from the EasySched web Clients workspace.Web Ban a clientRestrict a customer from booking new appointments from the EasySched web dashboard.Web Unban a clientRestore a banned customer so they can book new appointments again from the EasySched web dashboard.Web Remove a clientRemove a customer from the EasySched web client list while preserving their booking history.Web Import clientsUpload a CSV or Excel file to add customer records to the EasySched web dashboard.Web