Managing your clients inside of the iOS App

How to manage your clients in the PMU Forms app
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Written by Adebayo
Updated 11 months ago

On the 'View Client's' screen of the PMU Forms app, you can manage your clients. From this screen, you can...

1. Navigate to the 'Appointments' screen for a client - see 'Managing Client Appointments'

2. Email or call your clients

3. Navigate to the 'View Notes' screen for a client - see Managing client notes

How to communicate with your client

• To call your client from the app, tap on the 'Call Client' button

• To email your client from the app, tap on the 'Email Client' button

• To copy the client's email address, tap on the 'Copy' button under the Email section

• To copy the client's phone number, tap on the 'Copy' button under the Phone Number section

How to manage your client's appointments

See 'Managing Client Appointments'

How to manage your client's notes

See Managing client notes

Deleting clients

At this time we do not allow deletion of clients through the mobile app.

If you would like us to add this feature, please email us and let us know! It helps us to know which features our artists want!

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