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Add a client

Your client list keeps contact details, notes, and history for everyone you serve.

  1. Go to Clients from the main menu and click Add.

    Go to Clients
    The Clients page with the Add button

  2. Fill in the client's first name — the only required field — plus any last name, email, phone, and birthday.

    The new client profile form

  3. Add notes, tags, or extra details from the Additional info and Settings sections if you need them.

  4. Click Save.

Tip: Your progress is saved as a draft, so you can leave and finish adding a client later.

Recommended articles

Answer a booking request Accept or decline the requests sitting in Pending actions. Set your working hours Decide which time slots clients can book across the week. Create a class Set the name, price, instructors and photos for a group session.

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