Everything My Clients can do, step by step
Short, illustrated how-tos for every screen of the app: appointments, clients, money, reminders, backups and settings. Each page shows what to tap, the screenshot, and the questions that usually come with it.
Appointments
- Add an appointment in seconds Name, service, price and time — the appointment form is built so a booking takes one screen. Here is every field and what it is for.
- Edit, reschedule or delete an appointment How to change a time, move an appointment to another day, or delete one — and what happens to its reminder and calendar event.
- Long-press an appointment for quick actions Touch and hold any appointment to remind the client, call them, send an SMS, open their Instagram, edit or delete — without opening the form.
- Mark a day off Touch and hold a day in the strip to mark it as a day off, so it stays visibly free in the schedule and in the calendar.
- Jump back to today After scrolling weeks ahead in the schedule, one tap brings you back to today — there is no button for it, so here is where the gesture lives.
- Several services in one appointment A cut and a colour, a manicure and a pedicure — on iPhone you tap several services and the price and duration add up; on Android one appointment carries one service line.
- Build your service menu Save the services you offer with their duration and price, so a booking is two taps and the numbers are always the same. Pro
- See the whole month in the calendar view The calendar shows how loaded each day is, what it earns and how many clients it holds — and lets you book, move and mark days off from the month grid. Pro
- Personal reminders next to your appointments Order supplies, pay the rent, call the landlord — on iPhone a reminder is an appointment without a client, with its own notification and no effect on your income. iOS only
Clients
- Client profiles and visit history Every appointment builds a client page by itself — visits, total spend, the usual interval, notes, contact shortcuts and a Book again button.
- Filter and sort your clients Group by name or phone, sort, and filter by service, payment, contact details and visit frequency — including regulars and clients who have lapsed.
- Add a client by their Instagram link Paste an Instagram profile URL where the name goes and the app keeps the handle, opens the profile in one tap, and can message the client through Instagram.
- Notes on every client A note lives on the visit it was written for, and the client's page collects them all — searchable, so "allergic to acetone" is never more than two taps away.
Money & statistics
- How revenue, expenses and profit add up What the Statistics tab counts as revenue, how profit is calculated, and why a deposit never shows up twice.
- Deposits and tips Prepay records a deposit the client paid before the visit; Tip records what they added at the end. Here is how each is counted and shown.
- Track expenses by category Rent, supplies, advertising — record what the work costs, and the Statistics tab turns revenue into profit. Pro
- Income outside appointments Products sold, a workshop taught, a chair rented out — add income that did not come from an appointment, and see where your revenue really comes from. Pro
- Statistics by month, year or any period Switch the dashboard to last month, a year, two weeks or a custom range; compare against the previous period and read the charts. Pro
- Set a monthly revenue goal Name the number you are aiming at and the Statistics tab tells you whether the month is on track, how many days are left and how much is still needed. iOS onlyPro
- Reports for a period A PDF summary of a period — income, deposits, tips, expenses by category, profit, work days and, if you want, every client visit — ready to send to your accountant. Pro
Reminders & notifications
- Reminders before every appointment The app notifies you before each visit — 30 minutes to a day ahead, your choice. How to set the lead time and what to do when reminders stop arriving.
- Send a reminder to a client Long-press an upcoming appointment, tap Notify client, choose WhatsApp, SMS, Telegram, Viber or Instagram — the message is ready, you press send.
- Customize the reminder message Write your own reminder text with placeholders for the name, date, time, service and price — the app fills them in for every client. Pro
Data, backup & sync
- Back up and restore your data Where your data lives, how to make a copy, where the app keeps copies for you, and how to bring everything back on the same or a new phone.
- Export and import CSV Get every appointment out as a spreadsheet, or bring appointments in from the other platform or another app — with duplicate handling.
- Move your data to a new phone iPhone to iPhone, Android to Android, or across — the three routes and which one keeps what.
- Sync between iPhone and iPad with iCloud Turn on iCloud Sync and every appointment, expense and day off appears on all your devices — through your own iCloud, with no account at the app. iOS onlyPro
- Show appointments in Apple Calendar Every appointment can appear as an event in a dedicated My Clients calendar on your iPhone, Mac and Watch — one way, from the app to Calendar. iOS onlyPro
- Send appointments to Google Calendar Appointments you create can be added to a calendar on your phone — Google or any other account — so they show wherever that calendar does. Android onlyPro
Settings & personalisation
- Home screen and lock screen widgets Today's appointments, the next one, and the month's income on the home screen — and on iPhone, the next appointment on the lock screen with a countdown.
- Theme, accent colour and app icon Light or dark, follow the system, and on iPhone your own accent colour and a choice of icons.
- Change the app language The app speaks 20+ languages and switches inside its own settings — no need to change the phone's language.
- Change the currency Choose the currency the app writes prices in — 40+ on iPhone, 27 on Android — and understand what changing it does to numbers you already have.
- What Pro includes The free app has no limits on clients or appointments. Pro adds the calendar views, deep statistics, expenses, reports, widgets, sync and removes the ads — here is the full list per platform.
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