An overview of how to manage your clients and staff.
APPLIES TO: Admins and Staff
Last updated: July 19, 2023
You and your clients need to know the who, what, when and where when it comes to interacting with your business. When a client creates an account with your business, you want to know who they are, what they have purchased and when they are scheduled to come in. Below, you can learn more about how to see which profiles are linked together, how to understand and take action using the Client Profile Page and creating Contact Groups to send messages out to specific groups of people.
Before getting started, make sure you're logged in to your account. Learn more about logging in to Upper Hand.
The Contacts Page
When you click on Contacts from the left navigation bar, you will see four different tabs on your Contacts page (Clients, Staff, Groups, Archived). Each tab will have a different list of contacts and set of actions contained within them.
Your list of clients are any users that have created an account within your business instance.
- Inviting a Client
- Import Contacts
- Client Profile Page
- Add a Managed Profile
- Best Practices for migrating clients over to Upper Hand
Your list of staff are any users that you have invited as Staff to your business instance.
Placing contacts into Contact Groups allows you to add clients to groups of your choice and send messages specifically to that group.
When you Archive a client from your client list, their contact information will get moved to the Archived list. Clients no longer have the ability to log in to an account if it is archived.
To further your understanding of these features, be sure to check out the following courses inside inside Upper Hand University:
- 07. Clients: Invite and Manage
- 08. Staff Management: Set up Availability and Payroll
- 09. Users: Views and Archive