Staff members can create new client profiles or add new walk-in clients to your business.
After creating a client profile, the client’s profile information and notification settings can be changed at any time. For more information, see Modifying a client’s profile details and Changing a client’s notification settings.
Key tips before you begin
After creating a new profile for a client, they will receive a welcome email from your business, but only if you’ve set that up in your automated notifications. By default, the welcome email includes all the sign in information a client needs to access their new account, and the template can also be customized to include any extra information you’d like to show your new client.
It can take a few minutes before new clients appear across your business, but they will be displayed immediately in the RECENTLY ADDED list when you click the Search button in the Top Nav Bar.
Desktop - Staff Back Office
There are several options available for adding clients on the Staff Back Office, listed below.
Add a new client from the App Drawer
To add a new client from the App Drawer, follow these steps:
Click the App Drawer button
then click View All > Add Client.Enter the client’s information in the client profile fields.
Click Additional Information to display more fields.
Click Create Account.
Add a new client from the attendance list of classes and events
To add a new client from the attendance list of classes and events, follow these steps:
Click the App Drawer button
then click View All > Schedule.Click on the name of the class or event you want to view the attendance list for.
Click View Attendance List.
Click +New Client.
Enter the client’s information in the client profile fields.
Click Additional Information to display more fields.
Select either Create Unpaid or Create & Pay.
Create Unpaid – Creates the new client profile and books them into the service without requiring payment from the client.
Create & Pay – Creates the new client profile and takes you to the store screen to complete the sale for the client’s booking.
Add a new or walk-in client when booking an appointment from the schedule
To add a new or walk-in client when booking an appointment from the schedule, follow these steps:
Click the App Drawer button
then click View All > Schedule.In the top left corner of the schedule, click +Add > Book Appointment.
Under CLIENT(S), click +Add New Client or +Add Walk-In Client.
Walk-in clients can be converted into a new or existing client profile during the booking by clicking Convert to client, or after the booking by clicking the More button
and selecting Convert to new client or Convert to existing client.
If adding a new client, enter their information in the client profile fields.
Click Additional Information to display more fields.
Continue the appointment booking process.
Add a new or walk-in client from the store
To add a new or walk-in client from the store, follow these steps:
Click the App Drawer button
then click View All > Store.If applicable, under Location, select the location where the sale is being made.
Under Client Information, click +Add Client to add a new client, or Walk-In to add a walk-in client.
If adding a new client, enter their information in the client profile fields.
Click Additional Information to display more fields.
Continue the sale process.
Mobile - Elevate Staff App
To add a new client on the Elevate Staff App, follow these steps:
Tap the Clients tab.
At the bottom of the page, tap Add new client.
If you have a Lead Capture Widget enabled, you’ll have the option to add this client as a lead instead by tapping Add new lead.
Enter the client’s required profile details.
Enter optional information in the corresponding fields.
Tap Save.