Using "Quick Add" to Create Clients

MassageBook provides you with several options for quickly adding new clients who schedule over the phone, or walk in to purchase a Gift Certificate, etc. You can create a client while booking the appointment, selling an item from the Cash Register, or even during SOAP Note charting.

Adding Clients from your Business Schedule:

  1. Navigate to your Business tab and select Schedule.
  2. Select the appointment Date and Time.
  3. Select Book Appointment.
  4. Select Add New.
  5. Complete the fields for First and Last Name (required). Add the client's Phone Number and/or Email Address
  6. Select Add Client. The client is now in your Client List.

Adding Clients from your Cash Register:

  1. Navigate to your Business tab and select Cash Register.
  2. Next to the field marked select client, choose + Quick Add.
  3. Complete the fields for First and Last Name (required). Add the client's Phone Number and/or Email Address
  4. Select Add Contact. The client is now in your Client List.

Adding Clients from Under SOAP Notes:

  1. Navigate to your Personal tab.
  2. Select SOAP Notes and choose the correct business from the drop-down list (if working for more than one business).
  3. Next to the field marked Search Clients, choose + Quick Add Client.
  4. Complete the fields for First and Last Name (required). Add the client's Phone Number and/or Email Address
  5. Select Add Contact. The client is now in your Client List.

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