• 👥 How to filter clients by gender

  Go to Clients New clients. In the Filter tab, select Gender. Choose the desired gender. Click Apply.Few readers

• 🗑️ How to remove a client record

  Go to Clients New clients. Search for the client by name or code. Select the client you want to remove. In the Selected tab, click the trash icon. Confirm the deletion.Few readers

• 🔄 How to restore a removed client

  Go to Clients New clients. In Filter, change the status from Active to Inactive and click Apply. Locate the desired client. In the Action column, click the three dots. Select Restore and confirm.Few readers

• Client Registration and Management

  The Clients tab centralizes all essential information about the contacts registered in the system, enabling organized and strategic management of customer relationships. In this section, you can track new appointments, returns, birthdays, inactive clients, and access each client’s individual history. These data make it easier to monitor appointments and support decision-making to improve service quality and customer retention. New clients Displays the number of clients who had their firFew readers

• 🌎 How to register an international phone number

  Go to Clients New clients. In the phone field, click +55 and change it to the desired country code. Fill in the remaining fields as usual. Click Save.Few readers

• 📅 How to filter clients with birthdays in a specific month

  Go to Clients New clients. In the Filter tab, select Birthday. Choose the desired month. Click Apply.Few readers

• 💾 How to export the client list to Excel

  Go to Clients New clients. Select the clients you want to export. In the Selected tab, click Export selected. Tip: Exporting is ideal for external analysis, reports, or marketing campaigns.Few readers

• 📝 How to fill out the client anamnesis form

  Go to Clients New clients. Select the desired client. Click Form + Add form. Choose a form already created in Settings Forms, or create a new one. Fill in the requested information. Click Save. Tip: Keeping the anamnesis up to date contributes to safer and more personalized service.Few readers

• 📎 How to add attachments to a client record

  Go to Clients New clients. Select the desired client. Click Attachments + New attachment. Drag and drop files or select documents in .png, .jpg, or .pdf formats. Click Save.Few readers

• 🧾 How to register a new client

  Go to Clients New clients. Fill in all the requested client information. Click Save to confirm the registration. Tip: The more complete the client data, the more efficient the service and relationship management will be.Few readers