Adding a Client

You can add clients from the Clients tab or directly during the appointment booking flow.

From the Clients tab

1. Go to the Clients tab.
2. Tap the + button in the top-right corner.
3. Fill in the client’s details.
4. Tap Save.

From the booking flow

When creating a new appointment, if your client isn’t in the system yet, tap New Client in the customer selection step. Enter their details and they’ll be saved and selected in one step — no need to visit the Clients tab separately.

Client fields

Field	Required	Notes
Full name	Yes	Used to identify the client throughout the app
Phone number	No	Enables one-tap calling from the client list and appointment detail
Email address	No	Required to send appointment reminders
Notes	No	Private notes visible only to your team

Tips

• A phone number or email address (or both) is recommended so you can reach clients easily if you need to change their appointment.
• Without an email address, the client cannot receive automated appointment reminders.
• Notes are a good place to record preferences, allergies, or anything else relevant to the client’s visits.