Add a contact

Add a contact

Who can do this: Staff with contacts access Where to find it: Contacts ( /business/contacts ) Add a new client with their contact details.…

Who can do this: Staff with contacts access
Where to find it: Contacts (/business/contacts)

Add a new client with their contact details.

Steps

Go to Contacts and select New Contact. The Client Details panel opens.
Enter the First Name and Last Name (required), plus Email and Phone Number. Select Add Note to add a note. You can also fill in Social media, Additional details, Address, Messaging preferences and Online booking.

Client Details panel for a new contact with First Name, Last Name, Email and Phone Number highlighted — Enter the contact’s details, then select Add.

Select Add.

Result

The contact appears in the contacts list.

Tip: You can also add a client inline while booking an appointment.

Still have questions?

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