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Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":210,"body":749,"description":963,"extension":964,"links":965,"meta":966,"navigation":973,"path":211,"seo":974,"stem":212,"__hash__":975},"docs_en\u002Fen\u002F01.guides\u002F05.clients\u002Findex.md",{"type":750,"value":751,"toc":956},"minimark",[752,756,761,822,826,875,879,900,914,917,949],[753,754,755],"p",{},"Clients is where your team maintains the people your business serves — their contact details, pricing discounts, custom field values, and history. It is the source of truth that bookings, invoices, payments, notifications, and discount logic all read from.",[757,758,760],"h2",{"id":759},"pages-in-this-section","Pages in this section",[762,763,764,774,781,788,795,807],"ul",{},[765,766,767,773],"li",{},[768,769,770],"a",{"href":217},[771,772,216],"strong",{}," — view, search, multi-select, and maintain every client record. Assign a pricing discount to a whole group at once, delete clients that have no bookings, and jump from any row into the add\u002Fedit experience.",[765,775,776,780],{},[768,777,778],{"href":221},[771,779,220],{}," — one client's full picture: contact record, revenue, profit, pending payments and outstanding debt, their Telegram connection and message history, custom field values, and every booking they have made, grouped into Overdue \u002F Today \u002F Active \u002F Upcoming \u002F History.",[765,782,783,787],{},[768,784,785],{"href":236},[771,786,235],{}," — the organization-wide call log from Binotel on the web and in the mobile app: missed calls that still need a call back, unknown numbers you can turn into clients, recordings, and call back from your own Binotel line.",[765,789,790,794],{},[768,791,792],{"href":231},[771,793,230],{}," — collect everything a client owes across all of their bookings in a single pay-on-pickup balance or online payment link, and settle the underlying booking records in one step.",[765,796,797,801,802,806],{},[768,798,799],{"href":226},[771,800,225],{}," — create a new client or update an existing one's general information, pricing discount, and custom client fields. Includes a live preview of the client card and supports ",[803,804,805],"code",{},"from"," deep links so other flows (for example, mid-booking) can pop the form and return.",[765,808,809,813,814,817,818,821],{},[768,810,811],{"href":241},[771,812,240],{}," — bulk-onboard clients from an ",[803,815,816],{},".xlsx"," or ",[803,819,820],{},".xls"," spreadsheet. Download the template, preview parsed rows, see per-row validation errors, and run the import in progressive batches.",[757,823,825],{"id":824},"how-clients-connect-to-the-rest-of-requiply","How clients connect to the rest of Requiply",[762,827,828,833,839,844,854,859,867],{},[765,829,830,832],{},[771,831,576],{}," pull from this list when selecting who a booking is for.",[765,834,835,838],{},[771,836,837],{},"Invoices and payments"," reuse the name, email, and phone on the client record for billing documents.",[765,840,841,843],{},[771,842,566],{}," attach to clients here and change the prices that client sees on services.",[765,845,846,849,850,853],{},[771,847,848],{},"Custom entity fields"," defined for the ",[771,851,852],{},"Client"," entity level surface as searchable columns on Manage clients and as editable fields on the edit page.",[765,855,856,858],{},[771,857,282],{}," (booking confirmations, reminders) are sent to the email and phone captured on the client — which is why phone numbers must carry a country code — or to Telegram once the client has connected to your bot.",[765,860,861,863,864,866],{},[771,862,530],{}," roll up per client on the ",[768,865,220],{"href":221}," page, where outstanding debt across every booking can be settled in one payment.",[765,868,869,871,872,874],{},[771,870,287],{}," of goods (when ",[768,873,287],{"href":289}," is on) can carry a client. An unpaid standalone sale adds to that client's debt.",[757,876,878],{"id":877},"client-hover-card","Client hover card",[753,880,881,882,885,886,888,889,891,892,895,896,899],{},"Wherever a booking or a sale shows its client as a name button, hovering the name for half a second opens a ",[771,883,884],{},"client hover card",". It works on ",[768,887,50],{"href":51},", the booking detail page, the ",[768,890,294],{"href":295},", and the ",[768,893,894],{"href":303},"sale page",", for members with ",[771,897,898],{},"Allow client management",".",[901,902,903,908],"figure",{},[904,905],"img",{"src":906,"alt":907},"\u002Fassets\u002Fclients\u002Fhover-card\u002Fhover-card.png","The Manage bookings table in dark mode with the hover card open under James Whitfield on booking 20. The card shows a JW initials avatar, the name James Whitfield and 2 bookings, a blurred phone with copy, Viber, WhatsApp and Telegram buttons, a blurred email with copy and Gmail buttons, and Recent bookings listing 20 Oct 2 – 5 New, highlighted, and 17 Sep 25 – 28 New",[909,910,911],"figcaption",{},[753,912,913],{},"Hovering a client's name shows how to reach them and what they booked recently, without leaving the list.",[753,915,916],{},"The card shows:",[762,918,919,930,933,943],{},[765,920,921,922,924,925,929],{},"the initials, the full name (click it to open ",[768,923,220],{"href":221},"), and how many bookings the client has, for example ",[926,927,928],"em",{},"2 bookings",",",[765,931,932],{},"the phone and email, each with quick buttons to copy, message (Viber, WhatsApp, Telegram), or write an email,",[765,934,935,938,939,942],{},[771,936,937],{},"Recent bookings",": up to five, each with its number, dates, and status. The booking you are looking at is highlighted (hover: ",[926,940,941],{},"This booking","). Click a number to open that booking,",[765,944,945,948],{},[771,946,947],{},"All bookings (12)"," when the client has more than five, which opens the client page.",[753,950,951,952,955],{},"Move the pointer onto the card to keep it open; it closes a moment after the pointer leaves. If loading fails, the card says ",[926,953,954],{},"Couldn't load client details. Hover again to retry."," Touch screens do not show the card; tap the name to open the client instead.",{"title":957,"searchDepth":958,"depth":958,"links":959},"",2,[960,961,962],{"id":759,"depth":958,"text":760},{"id":824,"depth":958,"text":825},{"id":877,"depth":958,"text":878},"The customer records your bookings, invoices, payments, and discounts all read from: where client data lives and what each page in this section does.","md",null,{"gitbook":967,"aliases":971},{"source":968,"icon":969,"url":970},"clients\u002FREADME.md","users","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fclients\u002Fclients",[972],"\u002Fknowledge\u002Fclients\u002Fclients",{"title":48,"icon":79},{"title":210,"description":963},"S1B6QA4zyc7-rPRjyXZJmwUsFOTB2dw7-G3Bh7VDyuw",[977,979],{"title":205,"path":206,"stem":207,"description":978,"icon":208,"children":-1},"Create or edit a chargeable service such as delivery or setup: its name, price, price type, and whether discounts apply to it.",{"title":216,"path":217,"stem":218,"description":980,"icon":79,"children":-1},"The customer list: search clients by name, email, phone, or number, filter by discount, client portal account, or custom fields, assign a discount to several at once, delete records with no bookings, and open any client's full history.",1792585918402]