Adding a client

Before adding a new client, check that they don't already exist in the system by searching for them first. Please refer to the article Searching for a client for more details.

If you do have duplicate clients, please see the Managing duplicate client accounts article which outlines how to merge client records.

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.

If you're adding an international number against a client, ensure that you add the "+" sign and the "country code" before the number.

For example, if you're in Australia and want to add a UK number, add "+44" first:

+44 12345 6789