Add a client

This guide shows how to add clients by creating profiles that store their information in one place.

This guide covers the different ways to add a client:

Before You Begin

Below are a few quick points to keep in mind when adding a client.

  • Required fields: First name and Last name.

  • Recommended: Add date of birth, email, and primary phone number.

Why the recommend fields matter:

  • Online bookings and client portal: Together with the client’s name, these fields are used to automatically match returning clients to the correct profile.

  • Avoiding duplicates: Add date of birth, email, and a primary phone number to help distinguish clients with similar names and reduce duplicate client records.

Add a client from the Clients tab

  1. Open Clients, then select Add client.

  1. Enter all necessary client details. The client’s first and last name are required when adding or editing a client. Optionally add date of birth, email, and primary phone (recommended).

  1. Select Save to create the profile.

Add a client while scheduling an appointment

  1. From the Calendar -> click on an empty time slot and select Appointment.

  2. Click Create Client.

  1. Enter all necessary client details. The client’s first and last name are required when adding or editing a client. Optionally add date of birth, email, and primary phone (recommended).

  2. Select Save to create the profile and return to the appointment.

Tip

  • Where available, you can also create a client directly from the Client picker by choosing Create client in the dropdown.

Need every client field explained? See All client fields in our Client Fields Reference.

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