Create a client profile

Add a client and their contact details.

Screenshots show an example shop in English.

Step 1 of 3

Check for an existing profile

Open Clients and search by name or phone. If the client already has a profile, open it. Otherwise, select Add client.

Step 2 of 3

Enter their first name, last name, and phone number. Add a pressure preference or referral source if you know it.

Step 3 of 3

Select Create client. The profile opens after saving. Use Edit when you need to update their information.