Can I create a profile for each client?

Yes, in Zen Agenda you can create a profile for each client. This is one of the essential features of Zen Agenda and allows you to track and store detailed information about each client.

  • Main menu “☰” ➣ Clients ➣ Select the client ➣ Client profile
  • Click on "See all" > then on “✚” in the top right corner

1. In the "Text and images" section, you can write notes related to the client or the recipe you used for that “work” and you can take photos directly or choose from the gallery.

2. Additionally, you can add complex profiles for the client. The ability to sign a document such as a GDPR Agreement, Consent, etc. For this step, please contact us.

This way, you will have a history of each client with the services provided and the time when you performed them.

When creating a profile for a client, you can add:

  • Basic information, such as: name, phone number, email address, date of birth, etc.
  • Notes and observations: You can note the client's preferences, allergies, or any other relevant details for the services you provide.
  • Images: A “before and after,” or any other relevant image, can be added directly to the client's profile.

See video tutorial

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