Welcome to the training video for adding in new clients. In this video you learn how to enter a new client into the software.
To begin, click on the client’s icon along the toolbar to display the current list of clients. To add a new client to the system, click Add Client.
This screen is where you will enter the information about the client. Most of the fields are optional, so only enter the information you want. You can enter the clients first and last name, home, work, and mobile phone numbers, and the client’s mailing address.
In the miscellaneous section we can select the client’s gender, title, occupation, birthday, and anniversary date.
In the reference section we can enter the client’s email address or SMS text number for sending appointment reminders. We also have the option to scan the client’s driver’s license or ID card to make it easier to find their account in the future. And we can select the category the client belongs to.
In the Contact options section, we can enter how the client should be contacted. If the client has suggested that he or she does not wish to be contacted by email, postal mail, or by phone you can check the appropriate boxes here. If you intend to send out appointment reminders you can specify whether to send these through email or SMS by checking the appropriate boxes here as well.
To add a clients pets, click on the Pets button. Enter the pet’s name, type, breed, and any other information you wish to track. On the Medical Information tab, you can document the pet vaccination information. Next to the vaccinations box, click Add and select the type a vaccination you wish to record. Enter the vaccinations expiration date into the expires on box, and press Save. Now we can save this pet. If the client has more than one pet you can press Save and Add Another Pet and repeat the process. Or if this is the client’s only pet simply press save to return back to the client’s profile.
Lastly on the marketing tab of this screen you can record if this client was referred to the business by another client or if they heard about the business through other means. With this information entered we can press Save to save this client in the database.