Create client profiles
In this guide, you'll learn how to add clients to your workspace by creating profiles to store all their information in one place.
Create a client profile
- When scheduling an appointment, click on Add client, then select Add new client from the left panel of the appointment view.
- In the Add a new client view, enter the client's name, email address, and phone number to create a basic profile.
- Click on the Add button in the top of the view to save the client's profile.
Client contact details are used for appointment updates, as well as promotional emails and texts. It's important to add them so they don't miss any notifications.