Add and find a client
Keep one accurate record for contacts, preferences and appointment history.
You need access to the studio’s clients. These steps apply to your current studio. Available actions depend on your account permissions. Before making changes, check that you have opened the correct record.
- In Clients, first search by name, phone or email to avoid duplicate records.
- If no record exists, add the client and verify the contacts. Enter gender only when provided.
- Save the record. Use this same client for new appointments and open their record for history.
When warned about a duplicate, compare contacts before adding a record. Matching email addresses do not trigger automatic merging.