You can add a client in three different ways:
From the client page
From the calendar
From the import page
How-to
Add a client 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.
Navigate to the Clients tab.
Select + New Client.
Enter the client's details, then select Save.
The client's first and last name are the only required fields when adding a new client.
Add a client from the calendar
Create a new appointment or support activity.
Type the client's name into the client field. Select "Add [client name] as a new client"
Enter the relevant client details, then select Add.
Add a client 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.