You can add a client in three different ways:
From the client page
From the calendar
From the import page
From the client 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.
From the calendar
Create a client when creating an appointment or support activity. Start typing the client name, then click Add as a new client.
Then enter any other details and click Add.
From the import page
Import your list of clients using our import tool, or schedule a data import with our team to import your clients.