← Retour aux guides Partners Your dashboard

Your clients and their profiles

The Clients tab is your customer book. Opening a client gives you everything about them in one window — and the fastest way to make a booking for someone standing in front of you.

  1. Open the Clients tab

    The third tab. Clients are grouped alphabetically with their name, phone and photo on each card.

  2. Search for someone

    The search box filters the list as you type. Clearing it brings everyone back.

  3. Open their profile

    Tapping a client opens their profile over the list — their details, their DaviCoins balance, their reservation history with you, and a booking form.

    Open their profile
  4. Fix their name if it is wrong

    You can edit the name from here. The change shows in the profile header and on their card in the list, and it sticks.

  5. Call them

    Tapping the phone number opens your phone's dialler with their number already entered.

  6. Check their history

    The history in a client's profile is theirs alone — the bookings that client made with you, not everyone's.

  7. Book for them

    The form in their profile creates a reservation in that client's name. It appears under their name and they see it as theirs in their own app.

    Make sure you are in the right client's profile before you book. The reservation belongs to whoever's profile you are in.