Client Entry, Management

How to add, edit and manage clients within your account

12 articles in this collection
Written by Paul and Robert Raymund Reserva

How to add clients to your Gigabook account

Learn how to add clients in several ways to your GigaBook account

Written by Robert Raymund Reserva
Updated over a week ago

How to edit client information

How to edit client information in your GigaBook account

Written by Robert Raymund Reserva
Updated over a week ago

How to delete and undo deletion of a client.

This article will guide you on how to delete and undo client deletion individually and in bulk.

Written by Robert Raymund Reserva
Updated over a week ago

How to import client list

How to import client list into GigaBook and assign data to the matching GigaBook fields

Written by Robert Raymund Reserva
Updated over a week ago

How to assign a staff member to clients

For each client, you can assign staff members so you can easily identify who is responsible for that client's schedule.

Written by Robert Raymund Reserva
Updated over a week ago

How to send email to clients

How to send emails to your clients through your GigaBook account

Written by Robert Raymund Reserva
Updated over a week ago

How to merge duplicate client records

Managing duplicate client records

Written by Robert Raymund Reserva
Updated over a week ago

How to customize client view

How to customize the columns and data to be displayed within your client page

Written by Robert Raymund Reserva
Updated over a week ago

How do I log interactions with clients?

Information about notating client accounts

Written by Paul
Updated over a week ago

Downloading client record from your client page

How to download client records for your database

Written by Robert Raymund Reserva
Updated over a week ago

Downloading, retrieving, exporting or backing up your client list in GigaBook

How to download, retrieve, export or backup your client list in GigaBook

Written by Paul
Updated over a week ago

Review client records and data

How to review existing client records, data, appointments, invoices, custom forms, and notes

Written by Paul
Updated over a week ago