Adding A New Client

Before adding appointments the account requires at least one client.

Add A Client

To add a new client the user should do the following:

1. In the Top Margin click the NEW CLIENT button
2. In the New Client window enter as many details as possible
3. To enter notes, click on the NOTES tab
4. Click the SAVE button to save the client

Note: For the new client to receive appointment reminders by phone, a mobile phone number is required. Likewise, for appointment reminders by email, an email address is required.

Tip: For testing purposes, we recommend that the user enters themselves in as a client.

View List of Clients

To view the list of clients on the account the user should do the following:

1. In the Top Margin click on the TABS button
2. In the drop-down menu choose CLIENTS

A new tab called CLIENTS will appear in the application.

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