Clients

Adding clients manually

Create client profiles manually for offline or returning customers.

clientsmanual entrycrm
Last updated: 2026-03-25

Steps

  1. Create a client manually when you need a record before any online booking exists or when adding an offline customer.
  2. Enter reliable contact details because reminders, payment requests, and follow-up messages depend on them.
  3. Save the profile and then attach future bookings or notes to the same client record for continuity.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

If you still need support, use the contact page.

Was this article helpful?