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.
