Client Creation - Best Practices

Best Practices for Adding New Clients

Clientbook is designed to minimize duplicate profiles by searching for two identifying factors, such as the client’s name and phone number. If these match, Clientbook will not create a duplicate profile but will update the existing one with any new information provided. To ensure a smooth process and maintain the accuracy of your client database, follow the best practices outlined below.

Steps for Adding New Clients

1. Check Your Client List First Before adding a new client, search your client list to ensure the profile does not already exist. Use the client’s name, phone number, or email to conduct a thorough search.
   

2. Verify Client Details Ensure that all client details, including name, phone number, and email address, are entered exactly as they appear in other systems. Clientbook’s duplicate-checking process is case-sensitive, and spelling must be precise.
   

3. Update Existing Profiles If you find an existing profile, review it to ensure all details are up to date. Add any missing information directly to the existing profile rather than creating a new one.

Important: If your Clientbook account is integrated with a point-of-sale system, it can take up to one day for client information to transfer, depending on the type of integration. If a client has already been added via Clientbook or the point-of-sale system, do not create another profile. Wait for the transfer to complete to avoid creating duplicate profiles.

---

If you have any questions or need additional guidance contact our Customer Support Team at [e-mail] or [phone].