A client can either be added from the Clients section or on the fly, while creating a new appointment. Click on Clients in the top menu. Click the button in the upper left corner. Complete all desired fields on the Client Details tab. Fields that have an asterisk (*) next to their label are required. Finally, click Save.

Client details can be edited from the Clients section or on the fly, while creating a new appointment. Click on Clients in the top menu. Browse the list for the client, or search for a client by name. Then, click on a client name in the list. Edit client information on the Client Details tab. Fields that have an asterisk (*) next to their label are required. To manage client appointments, click...