How to Add a Client Manually?

Typically clients and customers get added to your database automatically via appointment bookings or online store purchases, etc.

Often, however, you will want to manually add a client to your database, to do so:

• Go to menu item ADD
• Fill in the client’s details
• Click ADD NEW CLIENT (at the bottom of the page)
• You will be redirected to the client’s Client Management (CRM) page.  At this point you can do any normal action (i.e Add an Order, Appointment etc).