Creating Clients

Adding a new client in the "Appointible for Business" mobile app is quick – whether starting from the Clients tab or directly from the Calendar while creating an appointment.

From Clients Tab

1. Open the Appointible for Business app.

2. At the bottom of the screen, tap Clients to open the client list.

3. In the client list, tap the plus (+) button in the bottom-right corner.

4. The new client form opens – follow the steps in the Adding client details section below.

From Calendar

Sometimes a new client appears first as a new appointment. In that case, it is handy to create the client directly from the Calendar.

1. In the app, open the Calendar.

2. Tap the plus (+) button in the bottom-right corner.

3. Tap Add appointment.

4. In the appointment form, tap the Select a client field.

Creating From Search

At this point there are two ways to create a new client from the client picker:

1. Use the plus button
   Tap the plus (+) button in the top-right corner to open a blank new client form, then follow the steps in the Adding client details section.
2. Create from search
   In the search field, type the new client name, phone, or email. If no existing client is found, tap Create client "..." to open the form with the typed details pre-filled.

Adding Client Details

The new client form is where the magic happens – this is what keeps the client record useful later in Clients.

1. First name and Last name
   Enter the client first name and last name. If the client was created from search, these fields may already be filled in.

1. Contact information
   Add at least one way to reach the client, for example:
   • Phone
   • Email I recommend double-checking this part – it is what makes confirmations and reminders actually arrive.
2. Notification preferences
   Use the SMS notifications and Email notifications toggles to choose how the client receives confirmations, reminders, and other notifications. This helps stay compliant and avoid sending messages the client did not sign up for.

1. Marketing list
   If the client agrees to receive promotional messages, turn on Marketing consent and use Assign to list under Lists to add the client to the appropriate list. This helps later when sending campaigns.
2. Additional fields (optional)
   Depending on the setup, there may be extra fields created in Fields (for example, preferences, notes, or custom IDs). Fill in anything that helps give better service.
3. Save the client
   When everything looks good, tap Save. The new client will now appear in Clients and can be selected for future appointments.

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