Sub-Clients – Organize Your Clients Even Better

Goldie allows you to better manage complex client relationships with the brand-new Sub-clients feature. Whether you're booking appointments for families, pets, or even different assets (like cars or properties), you can now organize them all under one main client profile.

For example:

A mother can add her children as sub-clients.
A dog owner can add their pets.
A property manager can list different apartments or units under their own profile.

This makes it easier to keep your appointments and records neatly organized, without needing to create multiple main client profiles.

Where to Find Sub-clients:

To access the sub-clients linked to a specific client:

Open a client profile.
Swipe to the last tab called Sub-clients.
A floating [ + ] button at the bottom allows you to add your first sub-client. This button stays visible even after sub-clients are added, so you can add more at any time.

Viewing and Managing Sub-clients

Once you've added one or more sub-clients, they’ll appear in a list sorted alphabetically (A–Z).

Each sub-client entry shows:

A photo (if added). If no photo is uploaded and the sub-client has a single name (e.g., "Rocky"), an initial will be displayed.
The sub-client's name.
Their relation, breed, or type — like Daughter, Golden Retriever, or Apartment.

Tapping the […] button next to any sub-client opens a menu with the following options:

Add appointment: Create an appointment directly for this sub-client.
Edit sub-client details: Update any information.
Delete sub-client: Removes the sub-client from the profile and all future appointments.
Close: Dismisses the menu.

If a phone number is added for a sub-client, tapping on it lets you either call them directly or cancel the action.

There is no limit to how many sub-clients a main client can have.

How to Add a Sub-client

You can add a sub-client in two ways:

1. From the Sub-clients tab

Tap the [ + ] button at the bottom of the Sub-clients screen.

2. From the Client profile menu

Tap the […] menu on the top-right of the client profile.
Select Add sub-client.

After saving, you'll be taken back to the Sub-clients tab, scrolled directly to the newly added sub-client.

Editing or Deleting a Sub-client

To edit a sub-client’s information:

Go to the Sub-clients tab.
Tap the […] next to the sub-client.
Select Edit sub-client details.

To delete a sub-client:

Tap […] > Delete sub-client.
Confirm the action. Deleting a sub-client will also remove them from all future appointments.

Sub-client Types and Fields

When adding or editing a sub-client, you'll be asked to choose a type:

Family member (default)
Pet
Other

Depending on the type, different fields will be available.

Family Member

Name (required)
Relationship (e.g., Son, Grandma)
Mobile phone number
Notes with an option to display them on appointments

Pet

Name (required)
Breed
Notes with an option to display them on appointments

Other

Name (required)
Type (e.g., Apartment, Vehicle)
Mobile phone number
Notes with an option to display them on appointments

⚠️ If you try to save a sub-client without a name, you’ll see an error:
"The sub-client name is a mandatory field."

Adding Sub-clients to Appointments

When you create or edit an appointment and select a client who has sub-clients, Goldie will ask if you want to add one or more of their sub-clients as well.

Here’s how it works:

A bottom sheet appears with the question: "Would you like to add sub-clients for this appointment?"
You can then select one or more sub-clients from the list.
Tap Continue to include them, or No, thanks to proceed with just the main client.

Once added:

The main client is shown first, followed by the selected sub-clients (A–Z).
If you remove the main client from the appointment, all linked sub-clients will be removed too.
Currently, you cannot remove sub-clients individually from an appointment (this may be available in a future update).

Sub-clients in Appointment Details

In the Appointment Details screen, sub-clients are displayed right below the main client. You’ll see their:

Photo or initial
Name
Relation, Breed, or Type (if added)
Notes (with a “Show more” button if the notes are long)

Tapping on a sub-client will open the parent client's profile and take you directly to the Sub-clients tab.

Syncing, Saving, and Photos

Sub-client information is saved and synced automatically — no separate action is needed.
You can upload photos for sub-clients just like you do for main clients.
If you change or add a photo, an internet connection is required.

Final Notes

Sub-clients are fully integrated into your appointments, client records, and booking flow.
This feature helps professionals who serve multiple family members, pets, or entities under a single client account stay better organized.
Segment tracking and analytics are also updated to reflect sub-client interactions.

Still can’t find what you’re looking for? Return to the Help Center homepage to search for additional articles or reach out to us - we’re always here to help.