Contacts

Client cards, deposit balances, the contact inbox, consent form submissions, and the notifications outbox — all under Contacts.

Tabs

1. Clients — search and open client cards; Add client. The list shows deposit balances. Download a CSV of the current list when you need a snapshot.
2. Deposits — deposit list and liability (see Deposits).
3. Contact inbox — storefront enquiry submissions (see Contact inbox).
4. Consent forms — submitted health / consent questionnaires (see Consent forms).
5. Notifications — email and SMS outbox with resend / cancel.

Client cards

Open a client to edit Profile (name, email, phone, notes), view Deposits, send a Consent form request, and read the Timeline of related activity — including POS quotes, bookings, orders, and booking / contact form submits for that client.

Bookings require a linked client. Deposit credit on the client is what POS and booking settlement apply.

Permissions

Contacts access covers clients, inbox, consent submissions, and notifications. Deposits is a separate permission for creating and managing deposits.