Creating A New Client

Adding a new client in Appointible is quick and keeps everything tidy for future bookings, reminders, and marketing. Below is a simple step‑by‑step guide to create a complete client record.

Open the Clients page

1. Go to https://app.appointible.com and log in.
2. In the left sidebar, select Clients.

Open the new client form

1. Click the + button in the page header.
2. Select Client to open the Add client form.

If your business has no clients yet, the Clients page also shows an Add client button that opens the same form.

Fill in client details

In the new client form, add the main information so appointments and messages reach the right person every time.

1. Contact details
   Provide at least one of the following so communication can be sent correctly:
   • Phone number
   • Email address
2. Name and basic info
   Add the client name and any other basic fields that are available in the form. If custom fields were created in Fields, they will also appear here.
3. Client type
   Client type is required and can be New, Returning or Lapsed. It starts as New, and Appointible switches it to Returning automatically as the client books more appointments, so you rarely need to change it by hand.
4. Client is VIP
   Select the Client is VIP checkbox to mark the client as VIP. A small star icon will appear next to the name in the client list, making important clients easy to spot.

Set notification preferences

Next, select how the client agreed to receive appointment updates. Confirm this with the client before saving.

• SMS Notifications
  Enable this if the client agreed to receive appointment reminders and updates via text message to the provided phone number.
• Email Notifications
  Enable this if the client agreed to receive appointment reminders and updates via the provided email address.

Set marketing consent

If the client agreed to receive marketing messages, select The client has given consent on receiving marketing messages. under Marketing consent.

Note: Marketing messages are available with the Appointible Pro plan. To check or upgrade the plan, open Billing.

Save the client

After all required fields and consents are set, click Save. The new client will appear in the Clients list and can be used for bookings, notes, and lists & segments in Audience.

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