Objective

Add a new client to your system to ensure they can book appointments and be an active customer at your organization.

Steps

From the navigation menu, click Clients
Click Schedule Appointment
From the Add Attendee pane, click Create New
Enter the client’s details
- NOTE: By default, only first and last name are required. However, as a best practice, we recommend including email and/or phone at a minimum
Click Advanced to add additional details
Click Notes to include details that may be important for other staff members to know about the client (for example, preferred name)
When ready, click Save
- NOTE: If the system finds a SIMILAR matching client record, either:
  - Click Use Record to use this existing record
  - Click Create New to continue creating a new client
  - Click Go Back to go back to the client details page
- NOTE: If the system finds an EXACT matching client record, either:
  - Click Use Record to use this existing record
  - Click Go Back to go back to the client details page

NOTE:

Matching client records will only appear when adding a client from the Client View, Schedule View, or Contact Center View.

Include the client’s email address to ensure confirmation emails are sent to the client
Select Receive SMS after entering a client’s mobile number so that they can receive SMS notifications
Entering the client’s preferred timezone will ensure that this timezone is used in email and text notifications, as well as when a client cancels or reschedules an appointment
Whether the client's cell phone, home phone, or work phone number displays is dependent upon which is set as the primary phone number in your organization's settings
- To update this setting, please refer to this article

The following fields include a maximum number of characters limit in a client/member’s profile:

*This maximum length notification also displays in Schedule

**Phone number validation in Coconut uses the E.164 standard