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Support -> How To Add a Client
How To Add a Client
Step 1. Enter the "Add Client" Section
After selecting the "Client" tab in the Settings page, select the "Add Client" tab.
Step 2. Enter the Client's Details
In the Profile section of the page, enter the required Client details: salution, first name, last name, and email address. When the email address is entered, please ensure that it is validated: a green check mark will appear if the email address is valid. Phone numbers may also be entered, but are optional. If you want your client to receive a Newsletter, check off the corresponding box.
Note that at the bottom of the profile Section, there is a section for customer notes. You may enter useful notes about your customers such as preferences or injuries.
Step 3. Save Your Changes
Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
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Appointment scheduling software for your service-based business.