Adding clients is simple, and can be done in 2 different ways.
The First option is to add a new client at the time of booking their appointment. The second way is to directly add new clients to your client list.
First, we will add a client at the time of booking.
- Select your Business Calendar from the Calendar pulldown menu.
- Click on the Staff that you would like to book an appointment for.
- Select +New Booking.
4. Within the appointment window, go ahead and select the Service,
Notification, Date, Time, and Repeat.
5. Next, enter the client name & information by selecting Add New Client. Go ahead and enter the client details. Note: you must add either a phone number, email or both.
Success, your new client will be saved along with their appointment!
The second way to add clients is directly from your Client pull down menu.
- Select Business Clients from your Clients pull down menu. Once within your clients page, go ahead and select +Add Client.
2. Enter your client details and Save changes. Note: you will need to enter either a phone number, email or both.