The ability to manage clients is a core feature of DiaryBook. Client records are used within appointments as a reference for the users. In addition client records build a history of appointments and messages to and from DiaryBook.

Appointment History

The client records keep a history of appointments. The user can open a dedicated tab for each client to get an overview of the client's attendance record, to access the history of appointments as well as any future appointments booked and to see a history of messages sent and received from DiaryBook.

Address Information

Many of the fields in the client window are for reference only. Some however are used by the DiaryBook system in the course of sending reminders.

  • Mobile number: this field determines where the SMS text reminders are sent
  • Email address: this field determines where the email reminders are sent

Merge Information

The automatic appointment reminder system offers merge fields which take their information from the client record.

Field Meaning Example
^^first^^The first name of the clientAmanda
^^firstname^^The first name of the clientAmanda
^^name^^The first name of the clientAmanda
^^last^^The last name of the clientSmyth
^^lastname^^The last name of the clientSmyth
^^surname^^The last name of the clientSmyth
^^fullname^^The first and last name of the clientAmanda Smyth
^^org^^The name of the companyOrbital Dream Ltd
^^company^^The name of the companyOrbital Dream Ltd
^^email^^The client's email addressinfo@orbitaldream.com
^^mobile^^The client's mobile number+447899777xxx
^^fax^^The client's fax number01392897xxx
^^website^^The client's web addresswww.orbitaldream.com
^^add1^^Address - line 1
^^add2^^Address - line 2
^^add3^^Address - line 3
^^add4^^Address - line 4
^^add5^^Address - line 5