Client Management

Client List

The Clients page shows all your clients with key information at a glance.

Searching and Filtering

• Use the search bar to find clients by name, email, or phone
• Filter by status (Active, Inactive, New)
• Sort by name, last visit, total visits, or date added

Adding a Client

1. Click Add Client
2. Enter their details: name, email, phone, and any notes
3. Click Save

Or text your assistant: “Add a new client: Rebecca Martinez, rebecca@email.com, 214-555-0123”

Client Profile

Click on any client to see their full profile:

Overview Tab

• Contact information
• Visit statistics (total visits, last visit, next appointment)
• Quick actions (book, message, edit)

History Tab

• Full appointment history with dates, services, and status
• SOAP notes from each session

Intake Tab

• Intake form responses
• Health history
• Consent forms

Messages Tab

• Full conversation history with this client
• Send a message directly from this tab

AI Tab

• Ask your assistant about this specific client
• The assistant has full context about their history

Intake Forms

BusyBook provides digital intake forms that clients can fill out before their first visit.

How It Works

1. The assistant (or you) sends the client a secure link to their intake form
2. The client fills it out on their phone or computer
3. The data is saved to their profile and available before their appointment
4. You can review intake data from the client’s profile > Intake tab

What’s Collected

• Contact information
• Health history and contraindications
• Areas of concern
• Consent signatures

Relationship Health

BusyBook tracks the health of your client relationships:

• Active: Regular visits within their normal booking pattern
• At Risk: Visits are slowing down — the assistant can proactively reach out
• Dormant: No visit in 60+ days — candidate for reactivation

Your assistant uses this data to prioritize follow-ups and suggest outreach.