Adding New Clients

When a new client visits your business, you'll register them in the database. The system auto-generates a unique Client ID and guides you through the required fields.

Creating a Client Record

1. Click + New Client
   From the client database page, click the green "New Client" button in the top-right corner. A new client form opens.
2. Enter Required Information
   Fill in the required fields: First Name, Last Name, and at least one contact method (email or phone). The Client ID is generated automatically — you don't need to enter it.
3. Add Optional Details
   Optionally fill in: date of birth, address, emergency contact, preferred communication method, and any notes.
4. Select Location
   The client's home location defaults to your current location. Change it if the client primarily visits a different branch.
5. Click Save Client
   Review the information and click Save. The system creates the record and assigns a unique Client ID (e.g., BL-00000042).

Required vs. Optional Fields

Understanding Client IDs

Each client gets a unique ID in the format BL-00000001. This ID:

• Is generated automatically — never enter it manually
• Is permanent — it never changes even if the client's name changes
• Works across all locations — the same client has the same ID everywhere
• Appears on receipts, invoices, and reports

Duplicate Prevention

The system helps prevent duplicates by:

• Warning you if an email or phone number already exists
• Showing potential matches when you enter a name
• Blocking exact duplicate email addresses

If you find a duplicate after creation, see the client merge tools in the advanced section.

Troubleshooting

Quick Reference