Adding clients is simple, and can be done in 2 different ways.
** To batch import clients please email us or chat message us and we would be happy to help with importing your clients**
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 Business Calendar from the Calendar pulldown menu.
- Click on the Staff that you would like to book an appointment for.
- Click on their Calendar to create the appointment.
- Chose "Add New Client":
5. You can then enter Client Information in the below field and SAVE.
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 New Client.
2. Enter your client details and Save changes. Note: you will need to enter either a phone number, email or both.