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Mía

Look up clients, add notes and manage blocks through WhatsApp

Customer history and notes, with blocks distinct from Mía exclusions.

Step by step

  1. From your linked personal number, write to the connected WhatsApp of the correct location. Active Élite access is required. This assistant can make changes; check the location and record before requesting an action.
  2. Ask to find a client by name or known reference. Search returns a limited list: identify the exact person before requesting history or an action. History shows recent visits, notes and reviews; it is not a clinical record or a complete payment statement.
  3. For a note, identify the client and exact wording. The assistant appends a dated note; it does not replace or delete earlier notes. Use practical service information and check Clients afterward. Do not send clinical information, passwords or card details to chat.
  4. To block or unblock, identify the exact international number and reason. This is Acomply’s customer block, separate from Excluded contacts and WhatsApp blocking. Unblocking also resets the cancellation count; it does not remove exclusions or replay ignored messages. Review Clients and the other controls before expecting a new reply.
  5. Reopen the record in the dashboard and check each saved value. After a missing reply or error, inspect state before repeating: a missing reply does not mean the change failed. Contact support if the outcome remains uncertain.

Feature availability depends on your plan and permissions.

Need a hand?

Find guidance in our articles or contact our team.

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