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Add a new client

3 ways a new client file can be created

Updated over a week ago

There are 3 ways for a client to be added to your Booxi account:

  1. The client books online

    1. Whenever a new client creates a booking online, a new client file will be created in your account.

  2. You book an appointment

    1. Whenever you manually create a booking from the Calendar tab), a new client file will be created in your account.

  3. You manually create a new client file

To do so, follow these steps:

  • Go to the "Clients" tab

  • Click the "Add a new client" option shown below

  • Enter the client's first and last name, then click "New"

  • Enter additional client details in the "Client details" section (optional)

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