Creating a new customer is easy to do whether you are approving an online reservation or on the phone booking their first appointment.


FROM THE WEB APP


Step 1: Go to the 'Clients' Menu

Step 2: Click "New Client" in the top right corner.

Step 3: Add your customer details.

Step 4: Save.

(Optional Workflow) When booking an appointment with a new customer.


FROM THE MOBILE APP

Step 1: Tap on the '+' icon in the bottom right footer of your app.

Step 2: Select 'New Client'.

Step 3: Add your customer details.

Step 4: Save.

(Optional Workflow) When booking an appointment with a new customer.


Did this answer your question?