How to add a new client
There are 3 ways for a client to be added to your Booxi account:
The client books online
Whenever a new client creates a booking online, a new client file will be created in your account.
You book an appointment
Whenever you manually create a booking from the Calendar tab), a new client file will be created in your account.
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)
Note about client profiles
Q: "Under what conditions does Booxi create a new client profile?"
When a booking is created or updated, Booxi determines whether to associate it with an existing client or create a new client profile. The system will attempt to find a match based on the following combinations:
Match by External Customer ID
If an external customer ID is provided, Booxi will first try to match the client using that ID.
Example: A cegid_y2 ID was set when the booking widget was initialized.Match by Full Name and Email
If the client’s full name (first and last name) and email address both match an existing client record, Booxi uses that profile.Match by Full Name and Home Phone Number
If the full name and Home Phone number match an existing client record, Booxi uses that profile.Match by Full Name and Mobile Number
If the full name and Mobile Phone number match an existing client record, Booxi uses that profile.
If no match is found, a new client profile will be created using the information from the booking.
If a match is found, Booxi automatically fills in any empty client fields (such as email, phone, or address) using the data from the appointment.