Create client profiles
Every client you add gets a profile with their contact details, appointments, notes, forms and payment cards. There are two ways to add a client:
Add a client from the client list
- 1
From the main menu, go to Clients and click Add Client.
- 2
Enter the client's Full name, Phone and Email. Add their Gender and Date of birth if you have them.
- 3
Use Notes (referred by, preferences…) for anything your team should know.
- 4
Click Save.
Add a client while booking
When you create an appointment, click Add client and choose Add new a client. The client is saved and added to the appointment in one go. See Create appointments.