Add a new customer

1. In the office panel go to Clients.

2. Click + Add.

3. Fill in the form:

   • First name and Last name (required),
   • Email and Phone (optional),
   • Loyalty card number (optional) — used for barcode scanning and quick search,
   • Allow marketing activities — tick only with the customer’s consent.

   

4. Click Save — the new customer’s profile opens.

Note

The Clients menu item is only visible to staff with the right permission.

Tip

Adding a walk-in customer while checking in for a class? Use the New client button in the attendance panel instead of coming here first — see Check the attendance list.