Create client profiles

Create a New Client

Purpose: Add a new client to the system to manage their appointments and records.

1. Go to Clients Page
   From the dashboard, go to the Clients tab on the left.

2. Click Add Client
   On the top right corner of the Clients page, click the “Add Client” button.

3. Open the Form
   A slide-in panel will open on the right side of your screen with a form to fill in client information.

4. Verify Phone Number
   Begin by entering the client’s phone number, then click the “Check” button to verify if the number is unique (no duplicates allowed).

5. Fill Out Form Fields
   Once verified, continue filling out the rest of the form fields:

   • Full Name
   • Email
   • Gender
   • Birth Date
   • Address
   • Optionally upload a profile image (avatar)

6. Add Notes
   You can also add a partner note, which can be internal preferences or instructions.

7. Submit the Form
   After all required fields are completed, scroll to the bottom of the panel and click on the “Add Client” button.

8. Confirmation Message
   A success message will appear confirming that the new client has been added to your system.

Tip for First-Time Users:
Ensure all mandatory fields are filled correctly to avoid validation errors during submission.

More questions about this

Q1. What happens if a duplicate phone number is entered?
The system will prompt you that the number already exists and prevent submission.

Q2. Can I edit the client information later?
Yes, you can edit any client information from the Clients page by selecting the client and choosing the edit option.