There are different options to add new clients to your Client Diary Database.

Via the Calendar

  • Go to the Calendarmenu
  • Create a New Appointment
  • In the New Appointment pop up enter the new Client Name and click Add
  • Fill in the new client’s phone number and email if available
  • Finish the rest of the booking
  • When the appointment has been made, the clients details have been saved.

Via the Clients Menu

  • Go to the Clientsmenu
  • Select the Add/Edittab
  • Enter in your New Client’s Details
  • Click on Save

Optional: If you click on the + icon next to the business location, you can then select New Client and this will now take you to the Clients menu.