How to Add or Edit a Client
Maintaining accurate and comprehensive client records is essential for managing bookings and client relationships. This guide outlines the steps to add new clients or edit existing client information in the Make Booking Online system.
Adding a New Client
When adding a new service or editing an existing one, you’ll navigate through several tabs that enable you to specify all the details about the service you provide.
Basic Information
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Personal Details
Description: Enter the client’s first and last names, mobile number, and email. These are crucial for communication and identification.
Steps: Fill in the ‘First name’, ‘Last name’, ‘Mobile’, and ‘Email’ fields. -
Additional Details
Description: Provide the date of birth and gender to personalize client interactions.
Steps: Select the date from the calendar in ‘Date of birth’ and choose the gender from the dropdown menu.
Advanced
- Contact Information
Description: Record secondary contact information like additional phone numbers, website, and fax.
Steps: Enter the information in the ‘Phone secondary’, ‘Website’, and ‘Fax’ fields.
Notifications
- Notification Preferences
Description: Set preferences for how the client wishes to receive notifications, such as email or SMS.
Steps: Toggle the options under the ‘Notifications’ tab to enable or disable certain notification types.
Membership
- Client Membership Details
Description: If applicable, specify membership details related to the client.
Steps: Input relevant membership information and status under the ‘Membership’ tab.
Options
- Online Booking and Notes
Description: Enable or disable online booking for the client and add any necessary notes regarding their preferences or special instructions.
Steps: Toggle the ‘Online booking’ switch and enter notes in the ‘Note content’ field.
After entering all details, you can click ‘Save’ to continue editing later or ‘Save & Close’ to complete the client profile setup.