Client Management

The client record is where Diarybook keeps a person’s contact details, appointment and attendance history, group and waiting list memberships, messages, progress notes and files. Every reminder is sent to the numbers and addresses on that record, so the record has to be accurate before the messages can be.

Clients are in the Clients area, which has Clients, Client Groups, Waiting Lists and Deleted. Deleted holds client records that have been deleted. An account administrator can restore a deleted client within 90 days of the deletion.

The pages

• Adding and Editing Clients: creating a client record and keeping it up to date.
• Importing Clients: bringing existing client records in from a spreadsheet.
• Phone Numbers in Excel: keeping phone numbers intact when client data passes through Excel and CSV files.
• Merging Duplicate Clients: finding and combining records for the same person.
• Consent and Opt-Outs: the Stop List, the opt-out instruction and the STOP keyword.
• Client Files: storing documents against a client record in Secure Files, and the permissions that control access.

Waiting lists are also reached from the Clients area. They have their own section: Waiting Lists.