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| You can find the list of all your clients and bookings made by them in Reports // Client report. <br> | | You can find the list of all your clients and bookings made by them in Reports // Client report. <br> |
| In this report you can: | | In this report you can: |
− | *click on “View” to see the bookings related to particular client; | + | *click on “View details” per each row to see details of the particular client; |
| + | *click on "View history" to get the list of bookings made by the specific client (with export to Excel option); |
| *send email/sms to your clients; | | *send email/sms to your clients; |
| + | *block, unblock or delete some clients if necessary; |
| + | *navigate to merging client records page (if [[Client Login custom feature|Client login]] feature is enabled) |
| *filter bookings by: | | *filter bookings by: |
| <ol style="list-style-type: circle;"> | | <ol style="list-style-type: circle;"> |
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| <li>service;</li> | | <li>service;</li> |
| <li>service provider;</li> | | <li>service provider;</li> |
− | <li>client.</li></ol> | + | <li>client;</li> |
− | *export bookings to Excel (use filters to export bookings for particular date range or for particular provider, select what columns to export).<br> | + | <li>client promotional subscription status;</li> |
| + | <li>whether the client(s) have used the client app (if [[Client mobile app|client mobile app]] feature is enabled).</li> |
| + | |
| + | </ol> |
| + | *export bookings to Excel or .csv (use filters to export bookings for particular date range or for particular provider, select what columns to export).<br> |
| You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone. | | You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone. |
| [[File:Client report new upd.png|1200px | center|link=https://help.simplybook.me/images/f/f8/Client_report_new_upd.png]] | | [[File:Client report new upd.png|1200px | center|link=https://help.simplybook.me/images/f/f8/Client_report_new_upd.png]] |
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| <br><br> | | <br><br> |
| ------------- | | ------------- |
| + | |
| =Report per specific client= | | =Report per specific client= |
| <br><br> | | <br><br> |