Add a new client
After clicking the New client button, a simple form will appear. Do fill it out. Remember that the more accurate information you enter, the easier you can personalize your services for the client.
- Apart from the name, e-mail, phone number, address and gender of the client, you can also fill in his birth date. Do this by clicking on the roll-out list in the appropriate bar and choose the correct day and month.
- The birth date can be used not only when sending birthday wishes or sales, but also for personalizing your services. You can try to offer a service to the client, that his peers often use.
- Finally you add a note to the client. For example their special requests, favorite color or if they try to run away without paying ;-)
Click the Save button and the client is saved inside the Reservio system.