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How to Add a New Client?

Create a new client account using the POS reception app or the Manager's Panel.

1) Adding a New Client in the POS Reception App

Step 1. To create a client account in the POS app, you can go to the "Clients" tab and click "Individual clients" in the top bar, then select "New" in the window that appears 
OR
click the "+" icon above the client list table.

Step 2. Enter the required information in the newly opened form: first name, last name, and email address. These are mandatory fields - if any are missing, the system will highlight them in red and display a message indicating that they must be filled in.
If you provide an email address, the system will automatically create an account for the client, and they will receive a message with instructions on how to log in to the Client’s Panel.

You can also provide additional details, such as:
"phone number": you can add multiple phone numbers. Above "Phone #1," click "+ Add new"
"group":  assigning the client to a group allows them to access services, offers, or permissions available only to that group (e.g., special passes, discounts) and enables sending targeted messages to group members
"agreements" - you can mark all consents the customer agrees to during registration, such as marketing consent, which allows you to filter customers for promotional communications later.

Additional access settings: at the top of the form, you will find settings for entrance blocking, booking restrictions, and purchasing permissions.To activate any of these options for the client, simply toggle the corresponding switch.

Step 3. After filling in the information, click "Add".

2) Adding a New Client in the Manager’s Panel

Step 1. Go to the "Clients" tab. On the right side, above the client list table, click the "+" button.

Step 2. In the form, enter the required information: first name, last name, and email address. If any required fields are left empty, the system will highlight them in red.

If you provide an email address, the system will automatically create an account for the client, and they will receive a message with instructions on how to log in to the Client’s Panel

Optional information can also be added as needed.

Step 3. After filling in the information, click “Add”.