Add a client
Create a client profile so you can book them into classes and sell them products.
3 min read
Before you start
- Access to the Clients section
- 1
Open the Clients page
Go to Clients in the main menu. You'll see your full client list with search and filters.
- 2
Click Add Client
Click Add Client to open the new-client form.
- 3
Enter their details
Fill in the client's first name, last name, and email — these are required. Add optional details as needed: phone number, date of birth, emergency contact, and any health or medical notes.
- 4
Save (and optionally invite)
Save the client. You can also choose to create a portal login at this point, which emails the client an invitation to set a password. They're now linked to your studio and appear in your client list, ready to be booked into classes or sold a membership, block card, or voucher.
Tips
- A portal login lets clients book and manage their own bookings — you can also send the invite later from their profile.
- Use the medical/health notes and, later, labels and segments for anything studio-specific (injuries, preferences, corporate account, etc.).