Understand Client Verification and Claim Flows

Mento supports client identity and claim-related flows so businesses can work with cleaner client records over time.

What this means

You may see signs that a client:

• was added directly by the business
• has been invited to claim their profile
• has verified contact details
• is linked to a Mento account

These states help reduce duplicate records and improve client continuity across bookings.

Where you will see it

Client verification and claim state can appear in:

• client records
• claim-related actions
• mobile and consumer account flows

Common client states

You may encounter records that are effectively:

• vendor-added only
• invited but not yet claimed
• claimed or linked to a Mento identity
• phone verified

The exact labels can vary by screen, but the purpose is the same: show how trustworthy and connected the client identity is.

Why this matters

This helps your business:

• avoid duplicate client profiles
• keep contact data cleaner
• support consumer-side experiences like claimed profiles and mobile history

If a client has not claimed a profile yet

That is not an error. Vendors can still:

• create appointments
• manage client details
• continue working with the client record

Claiming improves continuity, but it is not required for day-to-day scheduling.

If claim or verification details look partial

This area is implemented, but some supporting workflows are still being expanded. Treat the current status indicators as operational guidance, not as a complete identity-management suite.

Related articles

• docs/help-center/vendor/view-and-update-client-records.md
• docs/help-center/client/claim-your-profile.md