How do I add a client?

If you have online bookings enabled and the client books their appointment online, they’ll need to create a Fresha marketplace profile. They can do this via desktop or the app. If you’re creating the appointment manually and they haven’t booked with you before, you can add a client in just a few simple steps:

  1. Go to Clients clients.pngand click add_new.png to add a new client.
  2. Add details including their name, mobile number, email address, gender, and date of birth.
  3. Important client info will only be visible to staff members. Click blue_tick.png to display on all their future bookings. Use the Client feed to add notes to the client’s profile at any time.
  4. Under Additional info, you have the option to include an additional phone number and the referral source.
  5. Click add_new_service.png to Add an address to the client’s profile.
  6. Under Notifications, use the enable.png to choose which client and marketing notifications they’d like to be opted into.
  7. Pick their preferred language.
  8. If you have no-show protection, use enable.png to ask the client to confirm their appointments with their card.
  9. Save changes.

NOTE: If an existing client has the same contact information as you’ve entered, we’ll notify you. Click Review duplicates to avoid creating any duplicate accounts.

PRO TIP: The more client information you’re able to add, the more effective your smart marketing and blast messages will be!

Click here for more information on how to manage and edit your client details.

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