How do I create a new client?
You can create a client by going to Menu → Clients or when making an appointment.
To create a new client from the menu, follow the steps below:
- Menu → Clients → Tap on the “+” button and enter the client’s name.
- As you type the name, you will get suggestions from your Contacts list. If the client already exists in Contacts, tap on it, and it will automatically fill in the information (name and phone number).
If the client is not saved in Contacts, you will have to insert the name, phone number, and e-mail address (optional).
- You can also add a profile picture of the client.
- In the last field, you can insert notes with specific information about the client.