Adding a New Client

Create a client profile from the Clients page. Only a first name is required; add as much contact detail as you have so reminders and follow-ups work smoothly.

Open the form

1. Go to Clients.
2. Click Add Client in the top-right corner.

A drawer opens on the right with the new client form.

Fill in client details

Required

• First Name — The only required field. This name appears in communications and on the client list.

Optional

• Last Name — Shown on the client list and in communications.
• Email — Used for appointment reminders and other email. Must be a valid address.
• Phone — Used for SMS reminders and quick contact. Formats automatically as you type.
• Birthday — Pick a date with the calendar icon. Useful for birthday messages.
• Birth Year — Four-digit year. Helps with age-appropriate service suggestions.
• Gender — Male, Female, or Other.
• Notes — Preferences, allergies, or anything your team should know.

Set notification preferences

• Email reminders — On by default. Sends appointment confirmations and reminders.
• SMS reminders — On by default when your plan includes SMS.

Turn either option off if the client does not want that channel.

Save the profile

1. Review the information you entered.
2. Click Create Client at the bottom of the drawer.

The client is added to your list and you are taken to their full profile.

Tips

• Add email and phone when you have them so reminders reach the client.
• Use Notes for preferences or special requirements your team should see at a glance.
• Made a mistake? Open the client from the list and edit their profile.

What's next?

• Schedule their first appointment
• Edit their profile