How to Manage Client Data on the Client Dashboard

Integrating Always on Time (AOT.plus) into your business is a great way to manage your client data and streamline your sales and marketing funnels. Add new clients, update details, add a new appointment, and purchase a membership for a client with just a few clicks. Check out the below options to manage your client data. 

To access the client list and profiles.

1. In the AOT sidebar, click Clients.
   
2. In the Client Dashboard, scroll or search your clients. Next, click a client’s name to view and edit their profile. Then, go to the General and Address tab to review and update information.
   

The client profile includes general information, including their appointments, memberships, orders, and transaction histories. 

Clients who book appointments or purchase memberships such as packages and subscriptions are automatically added to the client list. You can also manually add clients to the Client Dashboard.

1. In the AOT sidebar, click Clients.
   
2. Click the + Add New button to add the client.
   
3. Enter client information. Each client’s information needs to include at least First Name, Last Name, and Email Address.
   
4. Once completed. Click Save. 
   

Important: You also have the option to add private notes about a client on the Note field in their client profile. These notes are visible to you and your staff rather than the client. Use this space to document information you don’t want to be tied to any specific appointment, as intake forms are.

Manage client appointments and purchase memberships for a client from the Client Dashboard.

1. In the AOT sidebar, click Clients.
   
2. In the Client Dashboard, scroll or search your clients. 

• For the existing client, select a client name to view or edit their profile and purchase appointments or membership on their behalf.
  
• For new clients, click +Add New to add new clients, create their profiles, and purchase appointments or memberships on their behalf.
  

3. For Appointments, go to the Appointments tab and tap + Add Appointment button. Then, on the Booking Page, select appointment service. For more information, check this article for details > Create and Book Appointments, Groups, and Class Series (Admin Account). 

4. For Memberships, go to the Memberships tab and tap + Add Membership. Then, on the pop-up “Add Membership” window, select a location, choose from the available memberships, proceed with a payment method, whether offline or with the client details, and select Purchase a Membership. Once completed, click Confirm. 

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