Why does Total Spent not include an invoice?

Only finalized invoices count. Draft invoices are left out until you finalize them.

Why does Last Visit At differ from the latest appointment I see?

Last Visit At only counts completed appointments. Upcoming, canceled and no-show appointments don't change it.

The Clients page explained

The Clients page lists everyone who has a profile in your salon. Every team member can open it from the sidebar.

Search

The search box finds clients by first name, last name, email address or phone number.

Filters

Click the funnel button to filter by date. Each filter takes a date range:

Filter	Shows clients whose...
First Visit At	first completed appointment started in the range
Last Visit At	most recent completed appointment started in the range
Created At	profile was created in the range

Click Apply to use the filters. A number on the funnel button shows how many filters are active. Click Reset next to a filter to clear it.

Columns

Column	What it shows
Client	Photo, name and badge. A crossed-out person icon replaces the photo when the client is blocked.
Email Address	The client's email address.
Phone Number	The phone number with its country flag.
Total Appointments	Completed appointments, followed by extra counts in brackets. See below.
Total Spent	Money paid on finalized invoices, followed by tips and unpaid amounts in brackets. See below.
First Visit At	Start date of the client's first completed appointment.
Last Visit At	Start date of the client's most recent completed appointment.
Last Session At	The last time the client signed in to your booking site.
Created At	When the profile was created.

You can sort by Email Address, First Visit At, Last Visit At and Created At. Dates appear in your browser's time zone.

Total Appointments

The main number counts appointments with the Completed status. The brackets can add:

pending: appointments that are still ahead of the client, meaning those awaiting payment, awaiting confirmation or confirmed.
no-show: appointments marked as a no-show.

For example, 12 (+1 pending, +2 no-show) means 12 completed visits, one upcoming appointment and two no-shows. Canceled and declined appointments aren't shown.

Total Spent

The main number is what the client has paid on finalized invoices. Draft invoices don't count. The brackets can add:

tips: money paid above an invoice's total.
unpaid: what's still owed on finalized invoices.

Refunds aren't subtracted from these amounts. If a client paid in another currency, the amount is converted to your salon's currency.

Client details

Click a row to open Client Details. It shows the contact details, notes, date of birth, the same statistics, consents, custom fields and a status switch. The switch shows Active or Blocked. The dialog also has buttons to update, block or delete the client.

Row actions

The ⋮ menu at the end of each row offers:

Update: open the client's profile.
Appointments: View the client's appointments or Create a new one.
Invoices: View the client's invoices or Create a new one.
Reviews: open the Reviews page.
Notify: send the client a message. Administrators and above only.
Block or Unblock: see Block a client.
Delete: see Delete a client. Administrators and above only.

Common questions

The client has no completed appointment yet. The date fills in when an appointment is marked Completed.

Related guides

Client badges explainedThe exact rules behind the Balance Due, New Client, No-Shower, OK, Inactive and Regular badges on client profiles.

See a client's historyFind a client's appointments, invoices, reviews, sent notifications and profile changes in one place.

Add a clientCreate a client profile with contact details, consents, notes and custom fields, or add a new client while you book.