You can add a client in three different ways:
From the client search page
While creating an appointment
Importing from a CSV spreadsheet
Add a client via the client search page
If you want a quick and easy way to add new clients, head to the Clients tab and click + New client.
Complete all the necessary details and then Save the client. First name and Last name are the only required fields when adding or updating a client.
Add a new client while creating an appointment
You have the ability to create a client from the appointment modal from your calendar,.
Create an appointment. Enter for the new client's name in the search, and click Add as a new client. The first name and last name (if provided in the search) will auto-fill in the Add a client modal.
Enter any other client details. First and last name must be entered at a minimum.
Click the add button once you are done. The new client will be added, even if you don't proceed with the appointment.
Import clients from a CSV spreadsheet file
Import your list of clients using our import tool, or schedule a data import with our team to import your clients.