Managing Your Clients

How to find, search, and browse your client list, and how clients are added automatically when they make a booking.

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Booklink builds your client list automatically every time someone makes a booking. There is no manual setup required — by the time you start seeing regular clients, their contact details are already saved and their booking history is being tracked.

The client list

Navigate to Clients in the main menu to see all clients associated with your account. Each row shows the client's name, email address, phone number, and the date of their most recent booking.

Client list showing names, contact details, and last booking dates

How clients are created

A new client record is created automatically when:

  • A person completes a booking through your public booking page for the first time
  • You create a manual booking and enter an email address that does not match an existing client

If the same email address is used for a second booking, Booklink links that booking to the existing client record rather than creating a duplicate. This keeps your client list clean without any effort on your part.

Searching for a client

Use the search bar at the top of the Clients page to find a specific person. Search works across name, email address, and phone number. Results update as you type.

Pagination

The client list shows 25 clients per page. Use the Previous and Next buttons at the bottom of the list to move between pages. The total number of clients is shown above the table.

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