3 options are possible:

  1. The client book online
    As soon as a new client book an appointment online, booxi create a new client file.

  2. You book an appointment
    As soon as you book a new appointment from your booxi calendar, booxi create a new client file.

  3. You manually create a new client file

  • Go to the Client tab,

  • Click on the Add a new client option,

  • ┬áProvide first name and last name and click on new,

  • Complete the Client Details section with all the information you have and click on save.

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