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.

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