This article will show you how to create a new client.
In this article
Creating a Client from the Clients Screen
Go to Clients, then click the +Add New Client button to open the client creation screen.
Add the client's information on the next screen, then click Save to finish.
What Information Can I Add to a Client Profile?
When you create a client, you can add their basic information, including their first name, last name, gender, phone number, landline, email address, and date of birth.
You can also add Client notes and choose the client’s Marketing Permissions and Reminder Consent preferences (click here for more information about client opt-in preferences).
Under Client Settings, you can add a Client Category, select a Preferred Staff Member, record Where did they hear us and Referred by, and add a Client ID, which is typically used for a client’s Medical or National ID.
The Client ID is usually unique, but this field doesn’t include duplicate checks or validation rules. Please enter it carefully to ensure the information is accurate and linked to the correct client. This ID can’t be generated automatically, so you’ll need to enter it manually each time.
You can also choose whether to show prompts for Client notes and Appointment notes.
Under Address Information, you can add the client’s Address line 1, Address line 2, Town / City, and County / State / Region.
Creating a Client when Booking an Appointment
You can also create a new client when you go to add an appointment by clicking Add appointment on your appointment calendar and then clicking New Client.
Making Email/Phone a New Client Requirement
You can update your Phorest settings to require a client's email, phone number, or both when creating a new client. For more information, click here.