Articles on: Client management

Clients overview

The Clients section is the heart of MERIDIQ. It gives you a complete view of every registered client with powerful search, filtering and merge tools. Each client has their own dedicated dashboard covering records, consents, bookings, prescriptions and more.

📍 Where to find this: Left navigation menu → Clients

🧭 How to access Clients

Click Clients in the left navigation menu.

The Clients list page opens, showing all your registered clients.

Clients Menu

✅ What you can do for clients

#	Page	What it covers
1	Browse & search clients	Browse, search, sort, filter, export, merge and add clients
2	View & edit client profile	View and update client personal information and identity
3	Before & after photos	Upload images and create before & after comparisons
4	Track procedures & treatments	Create, sign and manage clinical procedure records
5	Add notes & upload files	Add signed notes and upload files to a client
6	Send & manage consent forms	Send and manage consent forms for clients
7	Manage bookings	View and add bookings from the client's profile
8	Manage prescriptions	Create and manage prescriptions linked to a client
9	View & resend emails	View all sent emails for a client and resend them
10	View product records	View a client's product purchase records
11	View service records	View a client's service purchase records
12	View gift card records	View and manage gift cards for a client
13	View receipt records	View and download payment receipts and invoices
14	Manage questionnaires	Add and view health and custom questionnaires
15	Send messages, questionnaires, LOCs or files to clients	Send SMS, questionnaires, consent forms and files to a client

💡 Click any page in the table above to go directly to its full guide in the Client Management section.

Updated on: 17/06/2026

Was this article helpful?

Thank you!