There are several ways to add new clients to Clientbook, depending on your workflow and preferences. This article focuses on the most common methods, including how to manually add clients through the Dashboard (web version of Clientbook) and the mobile app, with detailed steps and screenshots for each.
In addition to manual entry, here are other ways to add clients to Clientbook:
- Kiosk Mode: Perfect for in-store sign-ups. Learn more about Kiosk Mode
- Through Inbox: Start a new chat and save the client. Learn how to start a new chat.
- Webchat/Inbound Messages: Merge messages from unknown numbers into existing or new client profiles. Learn more about merging messages.
- Integrations: Automatically sync client data from your Point of Sale. Click here to find an article on your integration!
- Bulk Upload: Create multiple client profiles at once by uploading their information in bulk (only available for non-integrated accounts). Learn how to bulk upload clients.
If you’re ready to dive into the details of adding clients manually, follow the steps for the Dashboard and mobile app below. For client creation best practices click here!
Dashboard
To manually add a new client to your Clientbook account via the Dashboard, follow the steps below.
Note: Depending on your access level, your navigation bar may look different from the screenshots in this article. These examples are shown with Manager access, but rest assured the steps are the same for everyone!
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Navigate to the Clients Tab
- Go to the Clients tab located at the top of your Dashboard.
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Click on Add Client
- Click the Add Client button located above the list of existing clients.
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Enter Client Information
- Fill in the client’s details, such as name, contact information, and preferred contact method.
- The preferred contact method determines how Clientbook will send messages to the client (e.g., email, text).
- Once you’ve entered all necessary details, click Save.
Note: If you enter information that already exists on another client profile you'll see this pop-up letting you know and asking you to confirm.
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Access the Client Details Page
- Once the client is created, you’ll be taken to the Client Details page. Here, you can add additional information to their profile, such as:
- Preferences
- Life event dates (e.g., birthdays, anniversaries)
- Relationships (e.g., spouse or family connections)
- and more!
- Once the client is created, you’ll be taken to the Client Details page. Here, you can add additional information to their profile, such as:
Mobile Apps
To manually add a new client to your Clientbook account via the Android or iOS mobile app, follow the steps below.
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Navigate to the Clients Tab
- Tap the Add Client icon in the top left corner of the screen.
- Enter their information (name, number, and/or email). Once you've added at least 1 piece of information you can hit Save!
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Note: If you enter information that already exists on another client profile you'll see this pop-up letting you know.
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Note: If you enter information that already exists on another client profile you'll see this pop-up letting you know.
- Access the Client Details
- Once the client is created, you’ll be taken to the Quick View page. To access the Client Details page hit the Profile button.
- Once the client is created, you’ll be taken to the Quick View page. To access the Client Details page hit the Profile button.
- Once you're on the Client Profile page you can add additional information to their profile, such as:
- Relationships (e.g., spouse or family connections)
- Life event dates (e.g., birthdays, anniversaries)
- Preferences