ClientsCOLORMobile appBrowser panel
How do I add a new client?
In Clients, choose Add client, complete the person’s details and save the profile. You can also add a client directly in the field while creating an appointment.
For owner, manager, reception, stylist · Updated
Step by step
- 1
Open Clients
In the mobile app choose Menu → Clients; in the browser panel open Clients.
- 2
Start adding
Choose Add client or the + button on the list.
- 3
Complete the details
Enter the first name, last name and required phone number. When available, add email and notes.
- 4
Save
Save the details and check that the new person appears in the list and appointment fields.
Good to know
- During an appointment or mix, use quick add if the person is not on the list yet.
- Accurate contact details make future search and service history easier.
When something does not work
- First name, last name and phone are required in the normal form; import quick-add may offer different fields.
- In read-only mode, saving a new profile is not available.
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