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.
- Navigate to your Business tab.
- Select Clients.
- Select Add Client.
- 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. An individual email address can only be added once in your Client List.
- (Optional) Mailing Address