How To Add a New Client 

1 min. readlast update: 05.30.2025

How To Add a New Client 

  1. From your dashboard, use the menu on the left to find "add" or "add client". Note that depending on if you have your menu customized, this could be in a different spot. 

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  1. Click "Add Client" 

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  1. Add first and last name 

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  1. Click "Create" 

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  1. Click "Edit" to add more details. 

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  1. Add all the detail you can. If using SMS, be sure to add mobile number. 

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  1. Click "Save" 

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