Clients and communication in the web panel
Find, add and edit clients, bookings, consent and communication channels.
Client list
Search by name, email or phone. The table shows contact details, confirmation that the data may be used, and available actions.
Add a client
- Select Add client.
- Enter their first and last name and at least an email address or phone number.
- Confirm that their details may be used to manage bookings.
- Set booking communication channels.
- Optionally record voluntary marketing consent and send an Umovi invitation.
Use international phone numbers, for example +48123456789.
Client profile
Profile contains details, a note, the linked account and communication settings. Bookings lets you search by code, filter dates and change the order.
Clients with a linked Umovi account manage some communication settings themselves. Sync from linked account refreshes their profile details.
Regular clients and deletion
Regular-client status can be set manually or automatically based on completed bookings. Withdrawing permission to use the data may delete the client record, so the panel asks for confirmation.
Mobile equivalent: Client list and profile.