Add a client
Every visit, note, and payment hangs off the client record, so the record comes first. Adding one takes under a minute, and it's shared across every location from the start.
Who can do this: anyone who can write to clients (Owner, Admin, Manager, or Front desk).
Add them
- In the left sidebar, click Clients.
- Click Add client at the top right.
- Fill in the details. What each field wants is below.
- Click Add client. You land on the client list with the new record in place; Cancel backs out without saving.
What each field wants:
- First name, Last name. Required. Use what they actually go by; this is what the calendar and messages show.
- Email, Phone. Optional but worth having: they're how confirmations and reminders reach the client, and how imports and duplicate-matching recognize them later.
- Birthday. Optional. Handy for medical age checks and birthday campaigns.
- Home location. Where they usually visit. The record itself works at every location either way.
Example. The front desk adds Sarah Chen, sarah.chen@gmail.com, (310) 555-0164, birthday March 12, home location Santa Monica. Thirty seconds later Sarah is bookable from New appointment.
[Screenshot: the Add client form filled in]
Common questions
- No Add client button? It's role-gated. Read-only roles browse but don't create.
- The client already booked online. Add them again? No. Online bookings create or match the record automatically by email and phone. Search first; duplicates are work later.
- What if I only have a name? Save it. You can capture email and phone at their first visit. Records without contact details can't get texts or emails, so fill them in when you can.
- Where do I put allergies or preferences? On the record itself, as a note. Medical flags belong in a Medical note, not the name field.
Good to know
- One record per person, across every location. There's no per-location copy to keep in sync.
- Import brings your whole list at once; the form is for the one-at-a-time cases after that.