How clients are added

Clients enter your list in three ways:

• AI receptionist — when your AI agent takes a call and books an appointment, the caller is automatically saved as a client.
• Online booking — customers who book through your mini-site are added automatically.
• Manual entry — you can add a client yourself using the Add Client button.
• CSV / Excel import — bring in an existing contact list in bulk. See Import contacts.

Searching and browsing

Use the search bar at the top to filter clients by name, phone number, or email address. Results update as you type. The total client count is shown below the search bar.

The list is paginated at 50 clients per page. Use the pagination controls at the bottom to move between pages.

Client table columns

• Name — the client's full name.
• Phone — the phone number on record.
• Email — email address if provided.
• Appointments — total number of non-cancelled appointments for this client.
• Last visit — the date and time of the most recent appointment.

Adding a client manually

Click Add Client in the top-right corner. Fill in the name (required), phone, email, and any internal notes, then click Add Client to save. The client appears in the list immediately.

Editing a client

Click Edit on any row to open the edit form. You can update the name, phone, email, and notes. Click Save Changes when done.

Removing a client

Click Remove on any row and confirm the prompt. Removing a client deletes their contact record but does not affect any appointment history already on the calendar.