How To Add A Client To Your List

Article Summary: How to manually add a client to your client list.

If you ever need to get just one or two clients added to your client list, we’ve got you covered. You can create a new client listing at any time, right from your Client tab.

NOTE: Having your clients already added to our system makes sure we know they are coming to book with you as a referral. This helps us focus on trying to bring more new clients your way through our marketing efforts, and improves the accuracy of our New Client Connection program.

How To Add a Client

If you need to manually add a new client to your list, you can do so in just a few steps!:

  1. Tap on the Clients tab

  2. Tap Add New Client

  3. Enter the client's information

  4. Optionally, you can tap Add More Details to put in additional info like their address or birthday

  5. Tap Save 

If you have a larger group of existing clients you need to get added to your list, you can check out our article on options to do that HERE!

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Modified on Wed, 09 Aug 2023 at 12:10 PM