FROM THE WEB APP

Create New Clients From The Clients Tab

You can easily create new clients from the client tab by selecting the "New Client" button in the top right hand corner of the screen. 

Create New Clients During The Scheduling Process.

To create a new client during the scheduling process add an event to your calendar and instead of searching for an existing client select "+New Client" then save the client record as you schedule their first appointment. 

Create New Client From An Online Reservation

When new clients book an online reservation you can easily create a new client record as you approve the reservation by selecting "Create new client record" during the reservation approval process. 

FROM THE MOBILE APP

Create New Client Shortcut From The App Footer

To create a new client record inside the mobile app tap the + icon in the footer then "new client". 

Create New Clients During The Scheduling Process.

To create a new client during the scheduling process add an event to your calendar and instead of searching for an existing client select "+ Create New Client Record", enter the client info, then save the client record as you schedule their first appointment. 

Create New Client From An Online Reservation

When new clients book an online reservation you can easily create a new client record as you approve the reservation by selecting "Create new client record" during the reservation approval process. 

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