Clients

In TatTool, clients (also called customers) are the people you create bookings and consultations for.

Clients are shared across your entire organization and reused automatically.
A client represents a real person you may work with multiple times — not a single appointment.

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Client Identity (Important)

Clients in TatTool are uniquely identified by their email address (per organization).

This means:

• One email address always equals one client
• Duplicate clients with the same email cannot exist
• The same client can be reused across multiple bookings, dates, and locations

If you attempt to create a client using an email address that already exists, TatTool will automatically reuse the existing client instead of creating a duplicate.

This ensures clean data and consistent communication across the system.

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Where Clients Appear

Clients show up throughout TatTool:

• Bookings and consultations (the client on the Event Sheet)
• Payments and finance (payments are often labeled with client name/email)
• Flows and messaging (template variables and delivery rely on client contact details)

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Adding Clients

Clients can be added in two places, depending on how you work.

From the Clients Page

1. Go to Clients
2. Click Add client
3. Enter the client details

This is useful when you want to register clients ahead of time.

While Creating Or Editing A Booking / Consultation

1. Create a new booking
2. Search for an existing client
3. If no match is found, create a new client directly from the booking flow

This allows you to add clients naturally as part of your daily workflow.

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Client Details

When creating or editing a client, the following fields are available:

• First name (required)
• Last name (optional)
• Email (required, used as the unique identifier)
• Phone number (optional)

Only the email address is used to identify the client.
Names and phone numbers can be changed without affecting client identity.

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Changing A Client’s Email (Important)

Changing a client’s email changes how TatTool identifies that person.

• Existing bookings linked to the client stay linked (they reference the client record)
• Future communication uses the updated email address
• If another client already has the target email address, the change will be blocked to prevent duplicates

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Editing A Client From A Booking Or Consultation

Bookings and consultations let you edit the linked client’s details from the event itself.

This is useful when you need to correct fields such as:

• First name
• Last name
• Email
• Phone number

If the wrong client is attached to an existing booking or consultation:

• You cannot swap the event to a different existing client
• You should create a new booking or consultation for the correct client instead

This protects the relationship between the event and the client record already linked to it.

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Reusing and Searching Clients

Clients are reused automatically across the organization:

• Existing clients are suggested as you type when creating bookings
• Searching works by name, email, and (when available) phone
• Selecting an existing client immediately links the booking to that client

This prevents duplicates and keeps your client list consistent over time.

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Clients Page Overview

The Clients page shows all clients in your organization.

From here you can:

• View all clients
• Search by name or email
• Filter the client list
• Open individual client records

This gives you a complete overview of everyone you have worked with.

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Organization and Location Scope

Clients are scoped to an organization, not to individual locations or members.

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Communication and Flows

Client contact details are used by TatTool’s communication features:

• Email and phone number can be used in flows
• Consent forms, messages, and other automated actions can be sent
• Clients receive booking-related communication automatically

Keeping client information accurate is important for reliable communication.

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Client Lifecycle

A client in TatTool typically follows this lifecycle:

1. A client is created using an email address
2. The client is reused across one or more bookings
3. Communication and flows use the client’s contact details
4. Bookings and records remain even if bookings are changed or removed

Clients represent people you work with over time, not individual appointments.

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Data Management and Limits

Clients are not deleted automatically when bookings are removed. This helps preserve data integrity, reporting accuracy, and audit history.

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Client Access

Only you and your staff can access clients in TatTool.

Next

• Calendar & Events
• Payments