Clients

Client base, visit card, categories and search by phone number.

• Client database and client card — Where to find your client list, how to search by name or phone, what the client card shows, and how to keep notes.
• Importing clients from Excel — Move your existing client base into FIXA in minutes: paste your spreadsheet, check the columns — done.
• Adding and editing a client — Creating a client manually from the client base, phone-based duplicate protection and editing data from the card.