Clients
Client profiles, contact import, files and history
Open Clients from the menu, or tap Manage Clients on the dashboard.
How do I add a client?
Tap Add Client
The button floats at the bottom of the client list.
Fill in the details
First name and last name are required. Everything else is optional.
Tap the check icon
ellume saves the client and opens their profile.
Tap the person icon with a plus
It sits in the top right of the client list, next to the filter icon.
Tap Allow Access
Your phone asks for permission once. If you declined earlier, tap Open Settings to allow it.
Select contacts
Tap contacts to select them, or use Select All.
Tap the check icon
ellume creates a client for each selected contact.
ellume imports the name, the first email address, the first phone number, the first address and the birthday (only if it includes a year).
Contacts you imported before are hidden from the list.
What can I store for a client?
| Field | Notes |
|---|---|
| First name, last name | Required |
| Email, phone | |
| Address, postal code, city | |
| Birthday | |
| Preferred contact | Email, Phone, WhatsApp, Instagram, Facebook, TikTok or X (Twitter) |
| Social handle | Required when the preferred contact is a social network |
| Service Consent given | Asks the client to read your consent document and sign. See Client Area. |
How do I find a client?
Type in the search field at the top of the list. Search matches first name, last name, email and phone.
The list is sorted by first name, A to Z. It cannot be sorted differently. Search results are sorted by best match.
Which filters are there?
Tap the filter icon in the top right. You can combine several filters:
- Upcoming appointment
- Inactive (60+ days): no appointment in the last 60 days and none scheduled
- Birthday this month
- No-shows: at least one no-show
- Has consent
- Past visits
- Zero visits
All clears the filters.
What is on a client's profile?
The profile has six tabs:
| Tab | Content |
|---|---|
| About | Contact details, address, birthday, preferred contact and the client's signature. Tap the phone number to call, or the email address to write an email. |
| Events | All appointments with this client. Filter by newest, oldest, upcoming, completed or cancelled. Add Event creates an appointment for this client. |
| Notes | Notes linked to this client. Add Note creates one. |
| Files | Photos you uploaded for this client. |
| Creations | AI images you linked to this client. |
| Transactions | Income and expenses assigned to this client. Add Transaction creates one. |
To edit the client, open the About tab and tap the pencil icon.
How do I add photos to a client?
Open the Files tab and tap Upload:
- Take Photo
- Choose from Photos (you can select several)
- Choose from Files
Only images can be uploaded, up to 10 MB each. PDFs and other documents are not supported.
Tap the heart on an image to mark it as a favorite. The filter in the top right shows newest first, oldest first or favorites only.
You can also add photos to a client when you close an appointment with Smart Close.
How do I link an AI image to a client?
In the Gallery, open the image, tap the ⋮ button below it and choose Attach to Client. You can select several clients.
Linked images appear in the client's Creations tab.
Where are the birthdays?
The dashboard shows the next three birthdays left in the current month. Tap See all there for all remaining birthdays this month, grouped into today, this week and this month. In the client list, the filter Birthday this month also includes birthdays earlier this month.
How do I delete a client?
In the client list, touch and hold the client and choose Delete, then confirm.
Deleting a client also deletes their appointments, notes and uploaded photos. AI images linked to the client stay in your Gallery. Transactions assigned to the client stay in your finances.
Long-pressing a photo in Files or an image in Creations and choosing Delete removes it right away, without asking again.