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Timely makes it super easy to add and manage information about your clients, such as: contact details, appointment history, sales history, current balance, and any detailed notes or alerts you have entered. In this guide you will learn how to add a new client via an appointment.
How to add a new client via an appointment
You can create a new client while adding an appointment to the calendar. This allows you to efficiently add them to your database, with any basic information. You can then view and edit the client's record to add any further information later.
Step-by-step instructions
1
When adding an appointment to the calendar, you will see the add appointment screen.
2
Using the customer fields provided, you can enter their first and last name, telephone, email, and SMS number. We'll automatically recognise them as a new customer.
3
When you click save to add the appointment, a new customer record will also be created.
4
Once the customer is added, you will be able to view and/or edit their record to add more information.