Before you start
Open the correct business. Check the client’s identity before changing contact details or linking an appointment.
Find or add the client
From Business home, open Clients. Use Find a client → Search, or Add client when a matching record does not exist.
Review the profile
Open the client and review appointments and contact details. Use Edit client to correct information and New appointment to book from their profile.
Keep notes appropriate
Owners can use Private notes for necessary business information. Do not put private notes into public service descriptions or appointment instructions.
Archive carefully
Use Archive client when appropriate and Restore client if needed. Archiving is not the same as deleting all personal data; use the privacy guidance for data requests.
What you should see
The correct profile has accurate contact details and a useful appointment history.
If you need help
There are two similar profiles
Compare known details and appointment references. Do not assume two people with the same name are one person or claim that a merge tool exists.
A staff member cannot see private notes
Private notes are owner-only. Ask the owner for the information needed for the appointment through an appropriate business channel.
Still need help?
Send your question to the BookVaya team through Fisher Digital Design. Tell us what you tried and what happened.
Contact BookVaya support