Add a Client

Most clients create themselves when they self-book through your published booking page. You'll add clients by hand for walk-ins, phone bookings, or when migrating an existing list before the importer is set up.

Steps

1. Open Clients in the sidebar.
2. Click Add Client (top-right) or use ⌘K and search for "new client."
3. Fill in the required fields:
   • First name and last name
   • Email or phone number (at least one is required)
4. Optionally add:
   • Date of birth (used for birthday emails and age-based forms)
   • Address
   • Initial notes the client won't see
5. Click Save.

What you can do next

Once the record exists, you can immediately:

• Schedule an appointment for them.
• Add an intake form or treatment plan.
• Generate a Sisu/Mello promo code for them via Wellness Perks.
• Create an invoice or save a card on file.

Things to keep in mind

• Adding a phone number unlocks SMS reminders. Without it, only email reminders go out.
• If the client later books online with the same email, the records are linked automatically. You won't end up with duplicates.
• For larger migrations from another platform, the bulk importer is faster than adding clients one at a time.