Adding a client

This article will show you how to add a new client as an admin of the system, along with some tips for best practices.

Adding a client

Steps

1. Navigate to the Clients menu
2. Enter as many client details as you can
3. Click Add New Client image/link
   
4. Once the client record is created, ensure that you send them a log in link which will allow them to set up a password and access their account on your BookingTimes website. You do this by clicking the Send Login Email link that appears below their email. Once sent, you can also check the client's Messages tab to confirm they were emailed and that it was delivered to a valid email address.
   
   
   

Tip: Adding minimal client details

If you only have the First and Last name of a client, the system will allow you add the client after the following warning appears to ensure you wish for it to be added. Simply click the Add New Client image/link again.

Note: It's highly encouraged to also capture their mobile phone number and email address as soon as you can so any system automated correspondence and reminders can be sent to them and to assist you with follow ups and ensure the clients show up for any bookings.