Add your clients and services
Set up the clients you see and the services you offer, so appointments, reports, and booking stay connected.
On this page
Step 1: Add a client
A client profile keeps contact details, notes, and visit history in one place instead of across texts and screenshots.
- Open Clients.
- Select + Client.
- Enter their first name, last name, and phone number. Email and notes are optional.
- Select Add client.
Step 2: Review the client profile
Select a client to see their next appointment, notes, and purchases. The summary at the top shows visits, total spent, last visit, and how long they’ve been a client.
- Open Clients and select a client.
- Check Next appointment, and type anything you want to remember under Notes. Notes save on their own.
- Scroll to Visit history and use the filter button to show or hide Appointments, Cancellations, and No-shows.
- Past visits marked No report yet still need an appointment report.
Step 3: Create service categories
Categories group your services, like Color or Brows, so your menu and booking page are easier to browse. They’re optional.
- Open Services.
- Open the ⋮ menu next to + Service and choose + Category.
- Enter a Category name and select Add category.
Step 4: Add your services
Each service needs a name, price, and duration. The duration sets how long appointments run and which times clients can book.
- On Services, select + Service.
- Enter the Service name and pick a Category if you made one.
- Set the Price and Duration (minutes).
- Select Save. Repeat for each service you offer.
Step 5: Book an appointment
Linking each appointment to a client and service keeps your calendar, client profiles, and reports accurate.
- Open Calendar and select + Appointment. On a phone, tap the + button.
- Choose the client and one or more services.
- Pick the date and start time. The end time fills in from the service length.
- Turn on Recurring appointment only if this visit repeats.
- Select Book appointment.