Add & manage clients

Build your client base with contact details, filters and guest conversion.

Your client base is the memory of your business. Every booking, sale and invoice attaches to a client record.

Step 1 — Open Clients

Click Clients in the sidebar. The list shows every client with phone and creation date; the Guests tab holds walk-ins who were served without a full record.

The clients list

Step 2 — Add a client

Click Add client and fill in the profile — first and last name, phone, email, address. Only the name is really required; you can complete the rest later.

The new client form

Step 3 — Find anyone in seconds

Use the Full name and Phone filters above the list. Click a client to open their profile.

Tip: served someone as a guest? Open the guest record later and complete it into a full client — their history follows.

What’s next