Add a client by their Instagram link

Half of a beauty professional’s clients arrive by Instagram DM and never share a phone number. The app treats a profile link as a first-class way to identify someone.

Steps

1. In Instagram, open the client’s profile, tap the share or … button and copy the profile link.
2. In the appointment form, paste the link into the Name field — its placeholder says so: or Instagram link.
3. Save. The app reads the username out of the URL and shows @handle instead of the link, everywhere.

What the link unlocks

• Open Instagram in the long-press menu of every appointment for that client, and an Instagram row on the client’s page — one tap to their profile to check a reference photo or reply to a DM.
• Instagram as a channel in the Notify client sheet: the reminder text is copied and the app opens a chat with them. See Send a reminder to a client.
• A reliable client key. Appointments with the same handle are grouped into one client page even if you never typed a name.

Good to know

• Telegram links work the same way (t.me/name): on iPhone the quick action becomes Open Telegram, and both platforms can send the reminder through Telegram.
• Any other link (on iPhone) is kept as Link and opens in the browser.
• Notes are not links. A URL typed into the Notes field stays plain text; the Name field is the place for a link.