Add a Client

Adding a New Client

While clients are automatically added when they book online, you can also create client profiles manually for walk-ins, phone bookings, or existing clients you want to track.

Steps

1. Navigate to Clients in the sidebar
2. Click the Add Client button in the top-right corner
3. Fill in the required fields:
   • First name and Last name
   • Email address or Phone number (at least one is required)
4. Optionally add:
   • Date of birth
   • Address
   • Any initial notes
5. Click Save to create the client profile

After Creating a Client

Once saved, you can immediately:

• Schedule an appointment for them
• Add clinical notes
• Create an invoice
• View their full profile and history

Tips

• If a client books online later using the same email, their records will be linked automatically
• You can always edit client details from their profile page
• Adding a phone number enables SMS appointment reminders