Fresha Welcome App
It could be usefull to have a Fresha Welcome App to install on phone or tablet and use it to identify client coming in or register new client (asking for basic information to update/complete/create client record).
This should activate workflow if there is a scheduled appointment changing state or create a generic event I could transform in appointment, sell or other.
Elite Sarnico
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Hi Elite Sarnico,
When you create an appointment on behalf of a client where you have added in their email address and they receive confirmation of that appointment, they can click on the options to manage that appointment and when doing so will be required to update their details. You will however need to be online for these features to work.
When a new client books online with you their details are captured for you and are stored within your account.
You can also create a consultation form that is only asked once when a service is booked to gather any additional information you wish to about a client which is stored with the client profile.