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What client information is required when scheduling an appointment for a new client?
What client information is required when scheduling an appointment for a new client?

Scheduling an appointment in the Calendar Section

Updated over 3 weeks ago

When scheduling an appointment for a new client, you will need to create the client profile with the following information:

  1. First and Last Name: The full name of the client.

  2. Date of Birth: The client’s date of birth.

  3. Email Address: The client’s email address for communication.

  4. Country Code and Phone Number: The client’s phone number, with the appropriate country code selected from the drop-down menu.

    • Be sure to select the country from the drop-down menu, as the system won’t recognize manually typed codes.

  5. Gender: The client’s gender.

  6. Country: The client’s country of residence.

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