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Your clients

Find a client and open their page to see their reservations, upcoming lessons and shared workspaces.

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Written by Adam Bedford

Clients lists everyone you teach.

1. Open your clients

Select Clients in the menu, under Teaching.

The Clients list with Show, Search by name and Message marked
  • Show (1) chooses between Current clients and Past clients too.

  • Search by name (2) finds a client.

  • Message (3) opens a conversation with that client.

The Show menu with Current clients and Past clients too

2. Find a client

Type part of a name in Search by name and press Enter. Select the × to clear the search.

The list filtered to one client after searching

3. Open a client's page

Select a client's name. Their page has a summary, every lesson reservation with them, their upcoming lessons and the workspaces you share. Select ⋯ on a reservation row for actions such as Edit or Schedule single lesson.

A client's page with New lesson reservation and Message marked

4. Book or message from here

  • Select New lesson reservation (1) to send this client a new reservation. The client is filled in, and so are the subject, level and rate from your last reservation with them.

  • Select Message and the client's first name (2) to send them a message.

Good to know

  • A client becomes a past client when they have no active reservations with you. Choose Past clients too to see them.

  • Clients' contact details aren't shown. Use messages to keep in touch.

Related

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