How do I find a client and add a new one?
Your client list shows who comes back, how often and when they last visited. You’ll see how to find a client in a few letters, then how to add a new one. It takes under a minute.
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Step by step
In the sidebar, click Clients. The cards at the top sum up your client base (Total Clients, VIP Clients, New This Month), and the list shows each client's Last visit, number of Visits and Status.
To find a client, type a name, email or phone number in Search clients...: the list filters as you type.
Click Add a customer to open the form.
Fill in the First name (the only required field), then Last name, Email, Phone number (the country code is set to +66 by default), Birthday date and Gender. Tip: in the date picker, click the pencil icon to type the date.
Click Save: the new client's profile opens with the message Client created successfully.