Adding Clients

Adding Clients

Add clients manually or let them be created automatically through bookings.

Manual Client Creation

To add a client manually:

1. Go to Clients > Add Client
2. Enter client information
3. Add any relevant tags or notes
4. Save the new client

Required Information

Basic Contact Details

• Name First and last name for proper identification
• Email or Phone At least one contact method is required
• Preferred Contact Method How the client wants to be reached
• Communication Preferences Marketing and notification settings

Optional Information

Additional details you can capture:

• Full address for service location
• Service preferences and notes
• Marketing and communication preferences
• Preferred appointment days and times
• Additional notes about the client

Privacy and Consent

Ensure compliance with data protection regulations:

• Obtain consent for marketing communications
• Record privacy preferences
• Document data collection purposes

Quick Add During Booking

Create client profiles on the fly when scheduling appointments:

1. Search for Client Start typing in the client search field
2. Select Create New Choose "Create New Client" when no match is found
3. Enter Basic Info Add name and contact details in the quick form

Automatic Client Creation

Clients are automatically added when they engage with your business:

1. Online booking - Client books through your website
2. Self-registration - Client creates an account
3. Import - Client data is imported from another system
4. Partner integration - Client comes from a connected platform
5. Unregistered guest booking - Staff creates profile during check-in for walk-in customers

Duplicate Prevention

EasyBook automatically detects potential duplicates:

• Checks email addresses for exact matches
• Compares phone numbers with normalization
• Identifies similar names for review

Best Practices

Tips for maintaining a clean client database:

• Verify information at check-in or first visit
• Update profiles when clients provide new details
• Merge duplicate records when discovered

Regular database maintenance ensures accurate client information and better service delivery.