Yes, you can add clients both in the Clients section and while scheduling an appointment.
Where can I add clients?
You can add a new client:
In the Clients section
During the Client Appointment flow when scheduling
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 and phone number
Gender
Country
You may also:
Add linked contacts (optional)
Save the client
Click Save once all required fields are completed
The client will now appear in your client list and can be searched, booked, and billed.
Add a client while scheduling
You can 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
Select Client Appointment
Click New Client
Enter the required client details
Once the appointment is scheduled, the client will automatically be added to your client list.
Tip
Adding clients in the Clients section is helpful if you want to create profiles in advance, while adding them during scheduling is a faster option when booking appointments.
If you need help managing your clients, please contact our support team at support@trova.health.