Clients and messages
Manage customer records
Search customers, update contact details, review history, and handle possible duplicates.
For: Staff with customer-record access
Find a customer
- Select Patients or Clients in the dashboard. The label follows the business category.
- Search by name, email address, or phone number.
- Open the customer to see contact details and appointment history.
- Update contact details if your role allows it. Two people in the same household can share one email address when their first and last names are different.
Possible duplicate records
DiaryCare flags records that may belong to the same person. Select Review and reconcile beside a flagged client, compare the details carefully, and only merge when you are sure. A shared household email is not a match on its own; the full names must also be the same. Names or phone numbers alone are not used as a match.
Good to know: Osteopathy and physiotherapy businesses see Patients; barbershops and salons see Clients. A provider normally sees customers who have an appointment in their diary. An owner can allow wider read-only history in Booking rules.
Couldn’t find the answer?
Email contact@diarycare.co.uk and tell us which step you reached.
Contact support