Business owner

Add your first client

A client holds the address, the contact details and the way they pay.

1. 1

   Go to Clients and tap the + button.

2. 2

   Enter the name, and a phone number, an email, or both.

   Text reminders need a phone. Email reminders need an email. Without either, you can still schedule — only the automatic reminders go quiet.

3. 3

   Add the service address. Type it and pick the suggestion so it lands on the map.

   An address that is not placed on the map still works — only the distance check on check-in is skipped.

4. 4

   Turn on text or email updates if the client agreed to receive them.

   Only turn these on with the client's permission. It is the law in the US, and every message carries a way to opt out.

5. 5

   Save. The client now appears in the list and can be booked.