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Creating and Managing Clients

This guide covers how to create clients, find them fast, and understand what you can (and cannot) manage right now.

Updated over 2 months ago

When you should create a client manually

SuiteCal automatically adds clients when they book through your booking page. But manual creation is helpful when:

  • You have a walk-in client

  • Someone DMs you and wants availability before booking

  • You want to save a client now so you can add notes right away (preferences, sensitivities, etc.)

  • You are moving clients over from another system and want them listed in SuiteCal


Create a new client

  1. Go to Clients from the left sidebar.

  2. Click Create Client (top-right).

  3. Fill out the form:

    • Name (Full name)

    • Phone (recommended)

    • Email (optional, but helpful)

  4. Click Save Client.

Tips for lash artists

  • If you only get one piece of info, phone number is usually the most useful because it’s how clients text you.

  • Use a real name if possible. It makes future bookings and notes easier to manage.


Find a client fast (Search)

At the top of the client list, use the search bar to look up clients by:

  • Name

  • Email

  • Phone number

This is great when:

  • A client texts from a number you don’t recognize

  • You only remember their email

  • You are checking who booked recently


Understand the “New” tag

SuiteCal adds a New tag to recently added clients.

  • The New tag automatically disappears after 7 days.

So if you are checking your list and you see “New,” it basically means:
“This client is fresh in your system. Treat like first-time / recent.”


What appears in the clients list

In the client list, each client card can show:

  • Client name

  • Email (if available)

  • Total Sales

  • “New” tag (if within 7 days)

This list is designed so you can quickly click a client and view:

  • Details

  • Appointment history

  • Notes


What you can and cannot manage right now

✅ You can:

  • Create a client manually

  • Search clients by name, email, or phone

  • View client info and history

  • Add notes and categorize them

  • Pin important notes (great for allergies and must-follow preferences)

❌ You cannot (currently):

  • Edit a client’s name, phone, or email after creation

  • Delete a client profile

This is intentional right now so client history and totals stay consistent.


Best practices (so it stays clean)

1) Add clients only when it helps

If most of your clients book online, you may not need to manually create many. Use manual creation mainly for walk-ins or clients you want to note before booking.

2) Always save at least one contact method

Phone or email helps avoid confusion later (especially if you have two clients with the same first name).

3) Use Notes right away

Right after creating a client, click Notes → Take Notes and capture:

  • Sensitivities

  • Preferred style

  • Anything you want to repeat next visit


Quick FAQ

Why can’t I edit client details?

Editing is not available yet. SuiteCal keeps client records stable so appointment history and sales totals stay accurate.

Why can’t I delete clients?

Deleting is not supported right now and is not planned anytime soon.

Does SuiteCal support searching by email?

Yes. You can search by name, email, or phone number.

What does Total Sales mean?

Total Sales reflects the total value of appointments the client has booked in SuiteCal.

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