Add or edit a client
A client is recognised by email or mobile number, so you can't create a second client with the same details.
Open Clients
In the main menu.
Click "Add client"
Enter name, email and mobile. From Plus also birthday, address and internal notes.
Consent
Tick "Happy to receive promotions" only if the client said yes.
Save
To change it later, use the client record, "Edit client".
A long list to bring over? Email us via the contact block at the bottom of the help centre.