Hi CookAppliance, thanks so much for taking the time to share this feedback. These are all really common workflow challenges, and you are definitely not alone in running into them.
On duplicate clients, at this time Jobber does not support merging client records. The best workaround is prevention, making sure the team searches existing clients carefully before creating new ones. I completely understand how tricky this can be with multiple people answering phones, and I have passed this feedback along, as this is something many teams ask for.
For flagging or labeling clients, Jobber does offer custom client tags. Tags can be used to note items such as no service, payment required first, VIP, flexible scheduling, and more. While tags are not colour-coded and do not surface directly on the schedule or booking flow, they can be very helpful internally for identifying clients and filtering lists. You are correct though that they are not visible at a glance in the calendar, and that is valuable feedback.
Regarding scheduling visibility and colour highlights, currently colours on the schedule are tied to team members or keywords rather than client attributes. Has your team tried using the keywords to colour-code clients based on flexibility or appointment requirements directly on the calendar? Many teams handle this with internal notes, tags, or naming conventions, but I agree that true visual indicators would make this much easier for CSRs managing cancellations and fill-in opportunities.
I really appreciate you laying this out so clearly. Product feedback like this is actively reviewed by our team, and posts like yours help shape future improvements. Please keep it coming if you think of anything else.
Thanks again for sharing.
