Clients profiles enable you to easily manage their contact information, also keep track of appointments and customers expenses.
Start by tapping the Plus button in the right top and choose Client.
Or you can add a New Client with Plus button on a Clients Page.
Then, you need to add your client's name and contact information (First name and phone number are the minimum required to save a new client).
PROTIP: To complete client's profile and it's looked finished you can also add a photograph of the client if you’ve got a profile picture.
You can do this by clicking on the Camera icon.
Then you choose client's photo on your computer or mobile phone.
Also, you can cancel picture you've chosen by clicking by X button.
You can add several mobile numbers and choose one to send any SMS booking confirmation, reminder or thank you messages to.
Add an email if possible to use for sending invoices or reminder messages.
Choose if you would like to opt out specific clients from receiving SMS or email transactional notifications (ON/OFF buttons).
Fill out the clients address lines, and you can add subsequent addresses - up to three - and you can select one as a billing address.
PRO TIP: Be sure to add a Location Name of the address, e.g HOME or WORK or OFFICE1 because this information will be shown in the location's drop-down menu in the Appointment details.
Click Save in the top right corner when you finished.