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Clients · Lime Papaya Help
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Clients
Clients
One record per client: history, notes, memberships, and cleaning up duplicates.
Add a client
Every visit, note, and payment hangs off the client record, so the record comes first. Adding one takes under a minute, and it's shared…
Edit client details
Client details (email, phone, birthday) live on the record's Details card. Here's what you can change today, and the two reliable ways to…
View a client's history
The client record is the whole relationship on one page: every appointment, note, membership, gift card, consent, and photo. Thirty…
Add notes to a client
Notes are how the next person picks up where you left off: the color formula that worked, the skin that reacts, the "always runs ten…
Merge duplicate clients
Two records for one human means split history: the visit count looks wrong, notes live in two places, and reminders go to the record…
