Add your first client

Adding a client lets you book appointments for them, keep their notes and history together, and invoice them. You don’t need their email address or phone number to add them, but you’ll need at least one of these if you want to send them messages or invoices.

Add a client

You can start a new client from any of these:

• The New client button at the top of the Clients page.
• The + button: bottom right on a computer, or in the middle of the bottom bar on a phone. Choose New client.
• The keyboard shortcut Ctrl + N.

Note

In Chrome and Edge, Ctrl + N opens a new browser window instead. Use the + button, or search for “new client”, in those browsers.

Then fill in the form:

1. First name is the only thing you have to fill in. Add their Last name too.
2. Add an Email and Phone number if you have them. Pick the right country code for the phone number.
3. Under Where would you like to save this client?, tick the spaces that should have this client. Everyone in a space you tick can see this client. Leave them all unticked to keep the client to yourself.
4. Optionally, add a Nickname (the name they like to be called) or a Client ID if you keep your own reference numbers.
5. Check the summary, then click Save client.

If AppointmentGuru thinks this person might already be one of your clients, it tells you before you save, so you don’t end up with two records for the same person.

Add a client while booking an appointment

You don’t have to add a client before booking them. In the new appointment form, start typing their name in the Client box. If they’re not on your list, choose Create new client, or click the person icon next to the box.

Enter their Full name, and their phone or email if you have them, then click Create and assign. The client is saved and added to the appointment in one go.

What’s next

Book your first appointment.