Add a client

Full client registration

1. Menu Clients → New client.
2. Fill in name and phone (required).
3. Optional: email, date of birth, address, document.
4. Save.

Quick registration (agenda or service order)

While booking or opening a service order:

1. In the Client field, type to search.
2. If not found, use Quick add client.
3. Enter name and phone — the client is selected immediately.

Shortcuts on the client record

Open a client and use:

• WhatsApp — opens a conversation (if a phone number is on file).
• Book — goes to the agenda with the client already selected.
• New order — opens a service order for that client.

Health form

1. On the client record, open Health form.
2. In Settings → Health forms, use Use a ready-made template (hair, facial or body) or create your own — see Health forms.
3. Choose the template when filling in the client form.
4. Answer the questions and save.

To correct a saved record, or reuse the answers on a new one, see Correct a health record. The PDF shows the date and whoever saved last.

Import multiple clients

Owner or manager: Clients → Import CSV — spreadsheet with name and phone (template shown on screen).