Clients

View your clients

Open the customer list, search client records, and switch between active and banned customers.

EasySched uses Clients for the workspace and Customers for the customer list inside that workspace.

On the web

Web path: Clients > Customers.

  • Use Search clients by name, email, or phone… to find a record.
  • Use Grid view or List view to change how records are displayed.
  • Select New Client to open the customer-creation flow.

On mobile

Mobile path: select Clients, then open Customers.

  • Use Search by name, email, or phone... to find a record.
  • Select Active or Banned to change the customer list.
  • Customer cards include Edit, Ban, and Delete actions in the tested Owner session.
  • Use the plus action to open the customer action flow.

Need more help?

Still need help?

Contact EasySched support for help with your account or workflow.

Contact Support