Clients overview

• 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](https://storage.crPopular

Browse & search clients

• Browse & search clients

  The client's view is the core of MERIDIQ. From here, you have a complete list of all registered clients, with tools to search, sort, filter, export, merge and add clients manually. | 📍 Where to find this: Main menu → Clients ✅ What you can do View and scroll through your complete client list Search clients by name, email or other details Sort and filter clients by status, date or name Customise which columns are visible using Show Fields Export all clients or a single client's reSome readers

View & edit client profile

• View & edit client profile

  In the client's profile, you can update client information, approve consent, verify identity, add next of kin, send a video call link and create important notes. | 📍 Where to find this: Clients → select a client → Profile tab ✅ What you can do Update a client's personal information Approve or remove a client's data consent Verify or remove a client's identity Add next of kin information Send a video call link via SMS or email Add, view, edit or delete an important noteSome readers

Before & after photos

• Before & after photos

  In the client's media section, you can upload client images and create before & after comparisons using the built-in before/after tool. | 📍 Where to find this: Clients → select a client → Media tab ✅ What you can do Upload up to 30 images at once to the client's media library View, update or delete images from the media library Create before & after comparisons using the before/after tool Download comparison images or add them to the client's media 🖼️ Add client media CSome readers

Track procedures & treatments

• Track procedures & treatments

  Create, sign and manage clinical procedure records for your clients. Attach text templates, prescriptions and annotated images to each procedure. | 📍 Where to find this: Clients → select a client → Records → Procedure tab ✅ What you can do Create and sign treatment procedures Attach text templates & prescriptions Upload and annotate images with colours & shapes Download, copy, edit or cancel procedures ➕ Create a procedure Click the +Add button — opens the Create PrSome readers

Add notes & upload files

• Add notes & upload files

  Create signed notes, attach files and link prescriptions to a client's record. Notes follow the same sign-to-lock workflow as procedures. | 📍 Where to find this: Clients → select a client → Records → Notes & Files tab ✅ What you can do Create notes with a title and text template Upload files and documents to a note Attach prescriptions to a note Sign, edit, view, download or cancel notes ➕ Add a note & file Click the +Add button — opens the New Note pop-up. EnterSome readers

Send & manage consent forms

• Send & manage consent forms

  In the Letter of Consents, you can create consent forms with publishing permission for before/after pictures. You can send consents to clients and request them to fill out on the registration and booking portal. | 📍 Where to find this: Clients → select a client → Records → Letter of Consents tab ✅ What you can do Add a letter of consent for a client Set publishing permission for before/after pictures Sign, view, download or cancel consent forms Send consent forms to clients viaSome readers

Manage bookings

• Manage bookings

  You can create bookings manually from the client's details page for single or group services. You can edit single service bookings but not group service bookings from this page. | 📍 Where to find this: Clients → select a client → Records → Booking Records tab ✅ What you can do Add a new booking directly from the client's profile Edit or delete an existing booking Download booking records View all past, ongoing and future bookings ➕ Add a new booking Click the *ClientsSome readers

Manage prescriptions

• Manage prescriptions

  In Prescriptions, you can create prescriptions by uploading files and adding text templates. You can also assign a prescription to a prescriber. | 📍 Where to find this: Clients → select a client → Records → Prescriptions tab ✅ What you can do Create prescriptions with text templates and file uploads Assign prescriptions to a prescriber Sign, edit, view, download or cancel prescriptions ➕ Create a prescription Click the Clients menu. Click on the client from the lisSome readers

View & resend emails

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View product records

• View product records

  In Products you can see the records of clients who purchased products, including the status of each purchase. | 📍 Where to find this: Clients → select a client → Payment → Products tab ✅ What you can do View all product purchase records for a client See product name, date & time, price, quantity, total price and payment status Open full receipt details for any purchase 🛍️ View product purchase records Click the Clients menu. Click on the client from the list. GoSome readers

View service records

• View service records

  In Services you can see the records of clients who purchased services (bookable services), including the payment status of each. | 📍 Where to find this: Clients → select a client → Payment → Services tab ✅ What you can do View all service purchase records for a client See service name, date & time, price, quantity, total price and payment status Open full receipt details for any service purchase 💆 View service purchase records Click the Clients menu. Click on the cFew readers

View gift card records

• View gift card records

  In Gift Card, you can see the records of clients who purchased gift cards, including their status, validity and remaining balance. | 📍 Where to find this: Clients → select a client → Payment → Gift Card tab ✅ What you can do View all gift card purchase records for a client See gift card number, status, validity, remaining value and total value Open full receipt details for any gift card 🎁 View gift card records Click the Clients menu. Click on the client from the lFew readers

View receipt records

• View receipt records

  In Receipt, you can see the receipt records for all products, services and gift cards purchased by the client, including the payment status of each. | 📍 Where to find this: Clients → select a client → Payment → Receipt tab ✅ What you can do View all receipt records for a client See receipt ID, date, total value, payment type and receipt status Open full receipt details for any transaction 🧾 View receipt records Click the Clients menu. Click on the client from the lSome readers

Manage questionnaires

• Manage questionnaires

  In questionnaires, you can add a Health Questionnaire, Aesthetic Interest Questionnaire, COVID-19 questionnaire and Custom Questionnaire for a client. | 📍 Where to find this: Clients → select a client → Questionnaires tab ✅ What you can do Add a Health, Aesthetic Interest, COVID-19 or Custom questionnaire View and update answers to any questionnaire View uploaded files within a questionnaire Download completed questionnaires ➕ Add a questionnaire Click the Clients mSome readers

Send messages, questionnaires, LOCs or files to clients

• Send messages, questionnaires, LOCs or files to clients

  From a client's profile, send questionnaires, letters of consent or files via SMS or email. You can also share video call links and review the full communication history. | 📍 Where to find this: Clients → select a client → Send SMS, Questionnaires, LOC or Files section ✅ What you can do Send an SMS with a questionnaire, LOC, file or video call link Send an email with a questionnaire, LOC, file or video call link Join or cancel a video call with the client View the full historySome readers