Add a client to the booking system
Head to Clients and click Add a new client to get started.
Set Create client login to Yes if you'd like the client to be able to log in and make online bookings themselves:
Choose whether to generate the client a password randomly or enter their password manually. Click Save when you're done!
The client will then be emailed their login, password and confirmation email that they will have to check before they begin booking with you.
If your client doesn't need to log in to their account, you can toggle Create client login to No.
This allows you to save their name and phone number in the system so they can receive reminders for appointments you create on their behalf.
Add a client whilst creating an appointment
Head to the Timetable and click the free slot to begin creating the client's appointment.
Select the service(s) you'd like to add to this appointment. Then, when asked to link the appointment to a client record, click Create new client:
Input the new client's details and select Continue.
The new client will then be emailed a login, password and confirmation email, if you added an email.