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Adding Clients Manually

In MyTime, clients can be added in many different ways. In this article, we will look at how to manually add a new client on the Clients tab. 

  1. Go to the Clients tab
  2. Select the +Add Client button  unnamed_-_2021-11-11T194247.323.png
  3. Enter as much information about the client as necessary, including their associated location, name, phone number, email, birthday, contact permissions, etc.
    • Associated Locations - Locations the clients will be associated with
    • Client Name - Enter the client's first and last name
    • Email Address - Enter the client’s email address
    • Mobile Phone - Enter the client’s mobile phone number
    • Home Phone - Enter the client’s home phone number. This field is optional. 
    • Work Phone - Enter the client’s work phone number. This field is optional. 
    • + Add another address - Enter the client's address.
    • Labels - Apply a label to the client. Learn more about labels here. 
    • Client Since - The date of the client's first visit to your business
    • Date of Birth - Select the client's birth date.
    • Gender - Select the gender of the client. By default, the options will be “Female,” “Male. You can, however, create custom fields. Learn more here. 
    • Booking - Do you want to allow this client to book online? 
    • Contact Permissions  
      • Transactional Email - If checked, the client will be able to receive appointment-related automated emails. Uncheck the box if the client wants to opt-out of transactional email.
      • Transactional SMS - If checked, the client will be able to receive appointment-related automated emails. Uncheck the box if the client wants to opt-out of transactional SMS.
      • Marketing Email - If checked, the client will be able to receive marketing email campaigns. Uncheck the box if the client wants to opt-out of marketing email campaigns.
      • Marketing SMS - If checked, the client will be able to receive marketing SMS campaigns. Uncheck the box if the client wants to opt-out of marketing SMS. 
    • Contact Preference - What is the client's preferred method of contact? Email, SMS, or contact via home or work phone.  
    • Preferred Location - Select the location that will be the primary location for the client. 
    • Preferred Staff - Select the name of the staff who will be the primary service provider for the client.
    • Tax-Exempt - Should this client be exempted from tax?
    • Custom Services
    • Invite this client to book you online - Do you want us to send an email to this client to let them know it’s now possible to book you online at your custom MyTime URL? 16653071-cb8d0e7ba891e7287de9f9f29241e7df.png
  4. Save your changes

Additionally, as new clients book with you they will automatically be added to your Client Manager. 

 

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