How clients get added
Clients can show up in SuiteCal in two ways:
1) Automatically from bookings
When someone books through your SuiteCal booking page, SuiteCal automatically creates a client profile using the info they entered during booking.
2) Manually by you
You can also add a client yourself using Create Client. This is perfect for walk-ins or anyone you want to track before they book online.
Open your Clients list
From the left sidebar, click Clients.
You’ll see:
A client list on the left
A client profile area on the right (Details, Appointments, Notes)
Each client in the list can show:
Name
Email (if available)
Total Sales
A New tag (for recently added clients)
Find a client fast (search)
Use the search bar above the client list.
You can search by:
Name
Email
Phone number
This is handy when a client texts from a number you do not recognize, or when you only remember their email.
What the “New” tag means
A client is marked New when they are recently added.
The New tag automatically disappears after 7 days.
This helps you quickly spot first-time or recent clients in your list.
Create a client manually
In the top-right corner, click Create Client.
Fill in the fields:
Name (full name)
Phone (recommended)
Email (optional, but helpful)
Click Save Client.
Tip: Even saving just a name + phone number makes it much easier to search and recognize the client later.
View a client profile
Click any client from the list to open their profile. You’ll see three tabs:
1) Details
Shows the client’s basic info:
Email
Phone
Client Since
Total Sales
You’ll also see a Call button if a phone number is available.
2) Appointments
Shows the client’s appointment history, including:
Date and time
Service
Status (example: Cancelled)
Cancelled appointments stay visible so you can still reference what was booked and what happened.
3) Notes
Notes are where you store important client details you never want to forget, like:
Allergy/Sensitivity
Formula
Preferences
Aftercare
Or anything general you want to remember
To add a note, click Take Notes (top-right) or Add Your First Note if the client has no notes yet.
Understanding Total Sales
Total Sales shows the total value of appointments that client has booked in SuiteCal.
Total Sales reflects the appointment totals captured in SuiteCal.
Calling a client
If a phone number is saved:
Open the client’s Details tab.
Click Call to contact them quickly.
Important limitations (for now)
You cannot edit a client’s name, phone, or email after the client is created.
You cannot delete a client profile.
(These are intentional right now to keep client history and reporting consistent.)
Lash artist best practices
Use Notes like your personal client cheat sheet.
Keep notes short so you can scan them fast between appointments.
Save sensitivities and “must-follow” preferences pinned so every set stays consistent.