How to Add a Customer

Manually add customers to your database.

Adding a New Customer

1. Go to Customers in the sidebar
2. Click "+ Add Customer"
3. Fill in the customer details:
   • First Name (required)
   • Last Name (required)
   • Email – For booking confirmations and reminders
   • Phone – For SMS reminders (if enabled)
4. Click "Save"

Adding Customers When Booking

You can also add a customer directly when creating an appointment:

1. Create a new appointment
2. In the Customer field, type the new customer's name
3. Click "+ Add New Customer"
4. Fill in their details
5. Continue with the booking

Importing Customers

If you have an existing customer list, you can import them via CSV:

1. Go to Customers
2. Click the menu icon (three dots)
3. Select "Import CSV"
4. Upload your CSV file with columns: First Name, Last Name, Email, Phone
5. Review and confirm the import