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

Before adding a new client, it’s good practice and check that they don't already exist in the system by searching for them first. Just add a portion of their first/last name and search. Please refer to the article Searching for a client for more details. If no record is found, then continue the below steps.

Typically the minimum details you want to capture for a client is their First Name, Last Name, Mobile and Email. This is so any booking reminders can be sent.

Steps

1. Navigate to the Clients menu

2. Enter as many client details as you can

3. Click Add New Client image/link

   1. If you only have the First Name and Last Name of a client, the system will allow you as an admin add the client by overriding a warning that appears. Simply click the Add New Client image/link again.
       

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.