Getting Started with Clients
Everything you need to know about your client list — adding clients, bulk imports, searching, sorting, and filtering.
Step-by-Step Guide
- 1
Open the app and tap the Brides tab at the bottom of the screen. This is your central client hub where every bride and client is listed.
- 2
To add a single client, tap the gold NEW CLIENT button at the top of the screen. Fill in the client's name (required), email, phone number, client type, wedding date, travelling date, and boutique. Tap Save when you're done — you'll be taken straight to their profile.
- 3
To add multiple clients at once, tap the ••• menu at the top-right and select Bulk Add Clients. You'll see a spreadsheet-style view where you can enter names, wedding dates, and boutiques row by row. Tap Save All when finished.
- 4
Use the search bar at the top of the client list to find a client by name. Results filter in real time as you type.
- 5
Tap the sort icon (↕) next to the search bar to change how clients are ordered. Options include: alphabetical (A–Z), by wedding date (soonest first), or by next appointment.
- 6
Tap the filter icon (funnel) to narrow your list by boutique or client type (Bride, Mother of the Bride, Bridesmaid, etc.). Active filters are shown as chips below the search bar — tap the × to clear them.
- 7
Clients with past wedding dates can be automatically archived in Settings, keeping your active list clean.