You can add a new client either directly in the Clients section or while scheduling an appointment.
Add a client from the Clients section
Go to Clients
Click Add Client (top right)
Enter client details
Complete the required fields:
First and Last Name
Date of Birth
Email address
Country code (select from dropdown)
Phone number
Gender
Country
Save the client
Click Save once all required fields are completed
The client will now appear in your client list.
Add a client while scheduling
You can also add a new client during the booking process:
Go to Calendar
Click Schedule or select a time directly on the calendar
This will open the Client Appointment flow
OR
Go to My Appointments
Click Schedule Appointment
This will navigate you to the Calendar and open the Client Appointment flow
Add a new client in the booking flow
Select Client Appointment
Click New Client
Enter client details during booking
Complete the required fields:
First and Last Name
Date of Birth
Email address
Country code (select from dropdown)
Phone number
Gender
Country
Once the appointment is scheduled, the client will automatically be added to your client list.
Watch a video walkthrough
Watch the video below for a step-by-step guide on how to add a client through the Clients section:
Why this is helpful
This gives you flexibility to:
Add clients in advance
Quickly add new clients during the booking process
If you need help managing your clients, please contact our support team at support@trova.health.