There are a couple of ways to onboard your clients. Checkout the Onboarding Help Guide.
NOTE: Adding a client does not send out notifications, however; this wizard will flow directly into setting up how clients should be billed when they attend lessons. Setting a clients default billing method will send the client an email if your account is live. If you are not ready to set this up, you can always exit the wizard and return to it later.
Setup Clients
Click the Green +New button and select create client
The Client Add Wizard will guide you through
Screen 1 - first name, last name time zone, label, email
NOTE: set up parents before setting up children
Screen 2 - phone, any cc emails, check if you want to add an address
If done click Save
If you need to add additional family members click Add Family
Add family members as needed.
It is recommended to add both first and last names of family members
Importing Clients: If you have 50+ clients already in a spreadsheet, send it to us as a .cvs file and we will be happy to import for you, it usually takes 1-2 business days.
Minimum requirements to create a client:
first name
last name
email address
Next step: Set the clients default billing method (we have 3: Per Appointment, Packages, or Subscription)
Related Articles