Clients
Configure your client's profile
7 articles
- Merge duplicate clientsLearn how to find and merge duplicate client profiles in the Goldie app so each client has one profile with their appointments, payments, and history in one place.
- How do I create a new client?Easily add clients to Goldie to manage appointments, send messages, and take payments—all in one place.
- Can I import clients from my Contacts list?Quickly import multiple contacts into Goldie to simplify appointment scheduling and client management.
- How do I delete a client?Permanently delete a client from Goldie in just a few taps. Quick and simple steps inside.
- Client Profile OverviewView client insights, notes, photos, and appointments in one place with the new Client Profile tabs and stats.
- Sub-Clients – Organize Your Clients Even BetterOrganize families, pets, or properties under one client profile with Goldie’s new Sub-clients feature.
- How to Block a Client from Booking OnlineLearn how to prevent a specific client from booking appointments through your Goldie online booking page.