Creating a Client
Add a client manually — for a phone booking, a walk-in, or anyone you want on file before their first visit.
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Open your dashboard, then Clients
No bookings needed first — you can add a client from a blank slate.
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Click “Add New Client”
This button sits above your client list, next to Manage Tags.
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Fill in their name, email, and phone
Just enough to reach them and start their history. Phone is optional; the create button unlocks once first name, last name, and email are filled in.
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They show up in your list immediately
Zero bookings until their first visit — but everything else (notes, tags, formulas) is ready to use right away.