Adding Clients Manually

In MyTime, clients can be added in many different ways. In this article, we will look at how to manually add a new client on the Clients tab. 

Thinks to know:

When filtering clients from the Clients tab without specifying a location, the total client count across all locations will be displayed in a rounded format. For totals below 10,000, the exact number will be shown (e.g., 1,378). For totals exceeding 10,000, an approximate value with one decimal place will be displayed (e.g., 19.5k).

To add clients manually:

1. Go to the Clients tab
2. Select the +Add Client button
3. Enter as much information about the client as necessary, including their associated location, name, phone number, email, birthday, contact permissions, etc.
   • Associated Locations - Locations the client will be associated with
   • Client Name - Enter the client's first and last name
   • Email Address - Enter the client’s email address
   • Mobile Phone - Enter the client’s mobile phone number
   • Home Phone - Enter the client’s home phone number. This field is optional. 
   • Work Phone - Enter the client’s work phone number. This field is optional. 
   • + Add another address - Enter the client's address
   • Labels - Apply a label to the client. Learn more about labels here. 
   • Client Since - The date the client's profile was created
   • Date of Birth - Select the client's birth date
   • Gender - Select the gender of the client. By default, the options will be “Female,” and “Male. You can, however, create custom fields. Learn more here. 
   • Booking - Do you want to allow this client to book online? 
   • Contact Permissions  
     • Transactional Email - If checked, the client will be able to receive appointment-related automated emails. Uncheck the box if the client wants to opt-out of transactional email.
     • Transactional SMS - If checked, the client will be able to receive appointment-related automated emails. Uncheck the box if the client wants to opt-out of transactional SMS.
     • Marketing Email - If checked, the client will be able to receive marketing email campaigns. Uncheck the box if the client wants to opt-out of marketing email campaigns.
     • Marketing SMS - If checked, the client will be able to receive marketing SMS campaigns. Uncheck the box if the client wants to opt-out of marketing SMS. 
   • Contact Preference - What is the client's preferred method of contact? Email, SMS, or contact via home or work phone.  
   • Preferred Location - Select the location that will be the primary location for the client
   • Preferred Language - Choose the preferred language for the client. If none is set, it defaults to the primary language for the business as specified in Settings.
   • Preferred Staff - Select the name of the staff who will be the primary service provider for the client.
   • Tax-Exempt - Should this client be exempted from tax?
   • Custom Services - Set custom pricing and duration for specific service 
   • Invite this client to book you online - Do you want us to send an email to this client to let them know it’s now possible to book you online at your custom MyTime URL?
4. Save your changes

Additionally, as new clients book with you, they will automatically be added to your Client Manager.  

Related Articles:

• Importing Clients via Spreadsheet
• Merging Clients