Add a client

The client has a profile and can be booked.

Before you start

Anyone in the business can do this.

Start here

My Clients › New Client

N3E
ClientsThe people your business works with
Search clientsStatus: Active ▾New Client
NamePhoneLast Visit
AP Ana PopescuClient since 21/10/2026+40 722 145 90322/10/2026
VG Vlad Georgescu Policy not recordedClient since 21/10/2026+40 745 220 118—
Illustration: the screen may look slightly different.

Steps

  1. 1

    Click New Client.

  2. 2

    Type the first and last name, then a phone number, an email or both.

  3. 3

    Click Done.

    The client's profile is created.

If something goes wrong

The form shows an existing client
An active client already has that phone or email. Open their profile instead.
The phone or email isn't accepted
It belongs to another client, maybe an archived one. Restore that client instead.

Good to know

  • A client needs a first and last name, and a phone or an email. Phone numbers must be Romanian (+40); one typed without a country code is read as Romanian.
  • Clients also arrive through bookings and requests. Clients are added one by one: there's no import yet.

Can't find what you need?

Write to us →
Draft · placeholder content