Creating a Client in your Client List

Your Client List is a valuable resource for you! It houses important information that you need readily available at your fingertips, such as a client's contact information, booking activity, sales history, and SOAP Notes (just to name a few!). 

As soon as new client books an appointment online, a record is created for the client in your Client List. You or your Staff can also add new or existing clients at any time. 

  1. Navigate to your Business tab.
  2. Select Clients.
  3. Select Add Client.
  4. Fill out the following fields and select Save.
  • (Required) First and Last Name
  • (Optional) Phone Number: In order to receive text messages, you must enter a valid cell phone number and select "Cell".
  • (Optional) Email Address: The email address on the client record is extremely important. This is the address that all notifications from your business will be sent to, including: booking confirmations, appointment reminders, receipts, review requests, gift certificate purchases, marketing campaigns, direct messages, etc. 
  • (Optional) Mailing Address
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