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How are clients added to the Clients area?

Add clients to the client area.

Robert Hoppie avatar
Written by Robert Hoppie
Updated over 3 months ago

Your clients information is added to the Clients page (found by going to Studio & Clients » Clients > Clients in the following ways:

  • When a Questionnaire is responded to.

  • When a Session is booked.

  • When an inquiry is submitted through the Booking leads page.

  • When a Contract is signed. The name and email address is added.

  • When an Invoice is paid. The name, email address and client address is added.

  • You can also manually add the clients information by clicking the Add New Client button at the top of the Clients page.

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