This guide explains how to add, view, and manage your clients in ProSchedule. Keeping a centralized record of your clients helps you stay organized and provide a more personalized service.
🚀 How to Add a New Client
You can manually add new clients to your ProSchedule system. This is useful for clients who book over the phone or for importing your existing client list.
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Navigate to Contacts:
- From your main dashboard, click on the "Contacts" section in the navigation menu.
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Add New Contact:
- On the Contacts page, click the "Add New Contact" button to open the client creation form.
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Enter Client Details:
- Fill in the client's information. At a minimum, you should add their first name, last name, and email address.
- You can also add other details like their phone number, assign them to a specific organization, and upload a profile picture to help you recognize them.
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Save the Client:
- After entering all the relevant information, click "Save" to add the new client to your contact list.
📋 How to View and Manage Clients
Once you've added clients, you can easily access their information and manage their appointments.
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View Client List:
- Navigate to the "Contacts" section to see a complete list of all your clients. You can search and filter this list to quickly find the person you're looking for.
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View Client Details:
- Click on a client's name to open their detailed profile. Here you will find their contact information, as well as a complete history of all their past and upcoming appointments.
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Book an Appointment for a Client:
- From the client's profile page, you have the option to book a new appointment on their behalf. This is convenient for clients who prefer to schedule with you directly rather than using the public booking page.
Related Documentation:
← All ProSchedule – Online Appointment Booking Software for Service Businesses documentation