Client Profiles
Every client in BusyBook has a detailed profile page. To view it, go to Clients > Client List and click on a client’s name.
Profile Header
Section titled “Profile Header”At the top of every client profile you’ll see:
- Client name and avatar
- Contact information — Phone and email
- Membership tier (if the client is a member)
- Quick action buttons — Book an appointment, send a message, or start a checkout
Profile Tabs
Section titled “Profile Tabs”The profile is organized into tabs so you can quickly find what you need:
Details
Section titled “Details”The main overview tab showing the client’s contact information, address, source (how they found you), birthday, occupation, and any general or medical notes. Edit any field by clicking the edit button.
Appointments
Section titled “Appointments”A chronological list of all past and upcoming appointments for this client, including date, service, provider, status, and amount. Book a new appointment directly from this tab.
Sessions
Section titled “Sessions”SOAP notes and session records from past visits. Each session includes the treatment documentation created during or after the appointment.
Free-form notes about the client. Use this for anything that doesn’t fit in the structured fields — personal preferences, conversation reminders, or follow-up items.
Messages
Section titled “Messages”A log of all messages exchanged with this client across every channel — iMessage, SMS, email, and in-app messages. View the full conversation history in one place.
AI Chat
Section titled “AI Chat”Interact with the AI assistant in the context of this specific client. The assistant has access to the client’s history and can answer questions like “When was their last appointment?” or “What services have they booked?”
Activity
Section titled “Activity”A timeline of all actions related to this client — appointments booked, messages sent, payments processed, and status changes.
Intake
Section titled “Intake”View submitted intake form responses. See what health history, preferences, and consent information the client has provided.
Account
Section titled “Account”Financial details including outstanding balances, cancellation fees, and payment history. If the client has unpaid cancellation fees, you can charge them directly from this tab.
Additional Tabs
Section titled “Additional Tabs”- Emails — Email history with the client
- Photos — Session photos and progress images
- Consents — Signed consent forms
- Documents — Uploaded documents
- Referrals — Referral tracking for this client
- Incidents — Documented incidents or complaints
- Progress — Client progress tracking over time
Client KPIs
Section titled “Client KPIs”The client list page shows key performance indicators across your client base, including total active clients, new clients this month, and retention metrics. These appear in a KPI band above the client table.
Exporting Client Data
Section titled “Exporting Client Data”Click the export button on the client list to download your client data as a CSV file for use in other tools or for your records.