Add your client

Transcript

Select a time to play the video from that moment.

1. 0:01

   In the last video you set how long your service takes. Now we add your client, because every appointment is booked for a contact, and the booking screen can only pick people who are already saved.

2. 0:14

   First, sign in with your username and password.

3. 0:28

   Go to Customers, then Customers List, and open Persons. This is where you keep the people you deal with, including your clients. We have hidden the details of the existing contacts.

4. 0:43

   Click Add New Contact. Type your client's name, a mobile number and an email address, so you can reach them about their bookings. Here we use made-up details.

5. 0:56

   Click Save. Your client is now one of your contacts.

6. 1:01

   To check, search for the name and click it. The details on the right confirm your client is saved. Later, the Customers page under Appointment shows every appointment each client has.

7. 1:15

   Your client is saved, so the booking screen can now pick them. With opening hours, a service and a client in place, you are ready to reserve a time. The next video is Book the appointment.