Adding Clients

Add clients manually or during booking.

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From the Clients Page

1. Navigate to Clients
2. Click 'Add Client' (top right)
3. Fill in details:
   • First Name (required)
   • Last Name (required)
   • Email (optional but recommended)
   • Phone (optional but recommended)
   • Date of Birth (optional)
   • Address (optional)
   • Notes (optional)
4. Click 'Create Client'

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During Booking

1. Start booking an appointment
2. In the client dropdown, click '+ Add New Client'
3. Fill quick form (first name, last name, phone/email)
4. Click 'Create & Select'
5. Continue with booking

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Required Fields

| Field | Required | |-------|----------| | First Name | Yes | | Last Name | Yes | | Email | No (but enables email campaigns) | | Phone | No (but enables SMS) |

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Tips

Add email and phone — enables appointment reminders and marketing campaigns.

Date of birth — enables birthday promotions.

Notes field — record preferences, referral source, VIP status.

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FAQ

Can I have duplicate client names? Yes. Each client has a unique internal ID.

Can I edit client info later? Yes. Click any client to view and edit their profile.

Can I add multiple clients at once? Yes. See Importing Clients for CSV upload.

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Need help? support@aestheti.cc