Navigate Client List & Client Profile

Log in to your Cojilio Business App (iOS)

1. 1. On your Home Screen, click the Clients Icon
      • Your client list will display

Filter Client List

• Click the Filter icon to filter clients by:
  • Loyalty Level
  • Service Type (by service that they have booked before)
  • Inactivity
  • Newly Registered 

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Add New Client

• Click the New Client Icon to add a new client
• Add the new client's contact information:
  • First & Last name
  • Email
  • Phone Number
• Click Save to save your new client

 

View Client Profile 

• Click a Client to view their profile
  • You will land on the Client Profile Screen

 

Edit Client Information

• Click Edit to edit a clients:
  • First & Last Name
  • Birthday 
  • Email
  • Phone
  • Accessibility Needs
• Click Update to save your changes

 

• View a Success Message if the profile information has been updated successfully

 

View Client Upcoming Appointments

• Click Upcoming to view this clients upcoming appointments, ordered from Soonest Appointment Date at the top

 

View Client Appointment History

• Click History to view this clients completed appointments, ordered from Most Recently Completed at the top

View Client Metrics

• The icons in the top bar of their profile are the client metrics (from top left to right):
  • Total Spend $
  • Referrals 
  • Allergies (click to view allergies or add one)
  • Average Spend $ Per Visit
  • Favourite Service (most booked)
  • Loyalty Level & Points Balance
  • Lates (how many times they have been marked Late to an appointment)
  • No-Shows (how many times they have been marked No-Show to an appointment)

 

View Client Allergies

• Click the Allergies Icon to view this clients allergies or add a new one:
  • The Allergies Screen will display

• Click the Pencil icon to Edit an Allergy OR Add an Allergy to this client profile
  • To Edit, Click Pencil Icon > Select the Allergy you wish to Edit
  • To Add New, Click Pencil Icon > Select New in the top right corner 

 

View Client Notes

• Click Client Notes to view any Notes for this client
  • The Client Notes Screen will display from most recently added at the top:

• Click the Pencil icon to Edit a Note OR Add a Note to this client profile
  • To Edit, Click Pencil Icon > Select the Note you wish to Edit
  • To Add New, Click Pencil Icon > Select New in top right corner