---
title: "How to manage client profiles"
url: "https://support.cosmesoft.app/en/article/how-to-manage-client-profiles"
language: "en"
last_updated: "2026-09-05T01:07:05.862Z"
---

# How to manage client profiles

## How to manage client profile details

Use this guide to update client records, track treatment history, and monitor financial activity in Cosmesoft.

> For a high-level explanation of client profiles, see **About Client Profiles**.

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## Where to find Client Profiles

-   Navigate to **Sidebar** > **Clients**.

-   Search for the client by name, email, or phone number and click on their name to open the file.

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## Before you begin

Make sure:

-   You have the appropriate permissions to view and edit client records.

-   You have the client's information ready (e.g., new contact details).

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## Step 1 — View and Edit Client Details

-   In the **Profile** tab, review the client's current information.

-   Click the **Edit** button in the top right corner.

-   Update personal fields like **Mobile Number** and **Email**.

-   Click **Save Changes**.

![3cb31c2d-c85b-42bd-a7fe-41bf16815495.png](https://cdn-assets.productfruits.com/7c6f9bd7-adde-42f0-a571-75055845c34d)

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## Step 2 — Review consultations and bookings

The **Consultations** tab provides a full history of the client's treatment journey.

-   Click the **Consultations** tab within the profile.

-   **View History** — Review past appointments and complete any outstanding consult notes from this panel.

-   **Clinical Notes** — Click on any past session to view the detailed notes recorded by the practitioner.

-   **Quick Booking** — Click the **Create Booking** button to schedule a visit for the current or future time directly from their file.

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## Step 3 — Manage client forms and consents

-   Click the **Forms** tab in the client's profile.

-   Review **registrations, consents, prescriptions,** and **medical history forms.**

-   **Add Form** — Click **+Add Form** to create a specific digital template (e.g., "Botox Consent") and follow prompts to complete and sign.

-   **Status Tracking** — Monitor forms that are completed, pending signature, or expired.

![43f15971-77e2-4a95-90f1-fef7d67e66df.png](https://cdn-assets.productfruits.com/724a43c9-cfa4-4ac3-a460-d4eec2095958)

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## Step 4 — Upload and manage treatment photos

-   Navigate to the **Photos** tab.

-   Click **Upload Photos**. Select the images from your device, and label **Before, After** or **Other**, as well as leaving an optional note.

-   **Compare Photos** — Select two or more photos and click the comparison tool to view them side-by-side for progress tracking.

![2595b7d6-8a0f-4ec0-8d3e-93910d4221e0.png](https://cdn-assets.productfruits.com/fe2857a3-017f-42b2-ad46-d8b65e69efc8)

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## Step 5 - View financials and purchase history

-   **Accounts Tab** — View all invoices, payments, and credit notes. Check the **Balance** summary for any outstanding amounts.

-   **Products Tab** — Review a record of all retail and clinical products the client has purchased or used.

-   **Loyalty / Promotions** — Track points balances, active gift vouchers, and remaining treatment package items.

![0df84888-6c2a-4f95-b097-03a23d0aa8e2.png](https://cdn-assets.productfruits.com/03d7feee-2e1a-4c4a-a45c-2c09a8d8e029)

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## What to do next

-   Learn how to [manage client photos and forms](https://support.cosmesoft.app/en/article/how-to-manage-client-profiles#step-3-%E2%80%94-manage-client-forms-and-consents).

-   [How to perform a clinical consultation](https://support.cosmesoft.app/en/article/how-to-perform-a-clinical-consultation).

-   [How to process a sale at checkout](https://support.cosmesoft.app/en/article/how-to-process-a-sale).

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