Yes, in Zen Agenda you can create a profile for each client. This is one of the essential features of Zen Agenda and allows you to track and store detailed information about each client.
- Main menu “☰” ➣ Clients ➣ Select client ➣ Client profile
- Click on "See all" > then on “✚” in the top right corner
1. In the "Text and images" section, you can write notes related to the client or the recipe you used for that “work” and you can take photos directly or choose from the gallery.
2. Additionally, you can add complex profiles for the client. The option to sign a GDPR Agreement document, Consent, etc.
- You can create predefined file templates that can be used later for completion and standardization.
This way, you will have a history of each client with the services provided and the time when you did them.
When creating a profile for a client, you can add:
- Basic information such as: name, phone number, email address, date of birth, etc.
- Notes and observations: You can note the client's preferences, allergies, or any other relevant details for the services you provide.
- Images: A “before and after,” or any other relevant image, these can be added directly to the client profile.