Appointments and availability

The client book: notes, subscribers and export

Everyone who has booked, private notes, newsletter status, CSV export and sync with your tools.

What it is for

Keep track of your clients and respect their choice to receive your news or not.

A client is added automatically as soon as they book or register. For Sync with my tools, an active webhook or connector is needed.

Click Clients.
Search by name, email or phone with Search, or filter “Accept news” with Show then Filter.
Add a private note in the Note column and click OK.
The badge shows Subscribed (ticked “I agree to receive news”), Unsubscribed or No.
Export to CSV downloads the list (columns Name, Email, Phone, Appointments, Last appointment, Accepts news, Notes).
Sync with my tools sends subscribed contacts to your connected tools (Fluxia…).

“Note saved.” or “N contact(s) sent to your connected tools.”

Only “Subscribed” contacts can receive a newsletter or campaign; every message must contain the unsubscribe link (unsubscribe_url field).
A client unsubscribes themselves through the signed link, see Unsubscribe from a provider’s news.

“No tool is connected. Add one in Settings › Connections.”: First create a webhook or connector, see Signed outgoing webhooks and Slack, Teams, HubSpot, Salesforce, Pipedrive, Mailchimp connectors.
“Client not found.”: The email is no longer in the book.
A client asks to stop receiving news.: They use the unsubscribe link in a message; their status becomes “Unsubscribed”.