When a client books an appointment, a profile with the client data is created in Inita. You can manage these profiles in Inita dashboard, on page Clients.
What data is recorded
A client's profile consists of the following data:
- Name
- Phone
Adding new profile
You can add a profile manually on case you want to add a booking on behalf of a client:
- navigate to page Clients
- click Add a new client button
- fill in the user's details
- click Add
Video tutorial:
Managing client profile
Here's how you can manage the profiles:
1. Editing clients details:
- Name
- Phone
2. Creating an appointment on behalf of the client:
- click to open a client profile,
- click Create appointment,
- select a service,
- choose date and time,
- click Save
Video tutorial: