How to Add Clients To Client Diary

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

Via the Calendar

  • Go to the Calendar menu
  • Create a new appointment
  • In the new appointment pop up enter the new client details
  • Finish the rest of the booking
  • When the appointment has been made, the clients details have been saved.

Via the Client Menu

  • Go to the Client Menu
  • Select the Add/Edit Tab
  • 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 client menu.