Before adding appointments the account requires at least one client.

Add A Client

To add a new client the user should do the following:

  • In the Top Margin click the NEW CLIENT button
  • In the New Client window enter as many details as possible
  • To enter notes, click on the NOTES tab
  • Click the SAVE button to save the client

Note: For the new client to receive appointment reminders by phone, a mobile phone number is required. Likewise, for appointment reminders by email, an email address is required.

Tip: For testing purposes, we recommend that the user enters themselves in as a client.

View List of Clients

To view the list of clients on the account the user should do the following:

  • In the Top Margin click on the TABS button
  • In the drop-down menu choose CLIENTS

A new tab called CLIENTS will appear in the application.