How do I find a client or add a new one?

Click Clients in the top bar and search by name, phone or email. To add someone new, click Add client, enter their name and phone, and click Add.

Find a client

1. Click Clients in the top bar.
2. Type at least 2 characters in Search by name, phone, or email.
3. Click the client to open their profile.

Add a client

1. On Clients, click Add client.
2. Enter their Name and Phone (both required), and Email if you have it.
3. Add any Notes for your team.
4. Click Add. You can book them right away.

You don't have to add online clients yourself. They're added automatically with their first booking.

What's on a client's profile

• Name, phone and email. Edit them and click Save.
• Note. Staff only, and it shows on this client's appointments. Click Add a note (or the pencil), type, and click Save.
• Timeline. Their appointments and history.
• Packages & gift cards. What they've bought and what's left.
• Forms. Which forms they've completed, with View to open a signed copy.

Badges next to the name tell you where a client came from: Online (booked on your booking page) or Imported (brought over from your old system).

Duplicate clients

If a client books online with a different phone number, they can end up with two profiles. Happli can't merge two client profiles yet. Book new visits on the profile with their upcoming appointments, and add a note on the other. If duplicates are causing you trouble, chat with us.

Tips

• Not sure how a name is spelled? Search by phone number or email instead.
• Client notes are separate from appointment notes. Use the client note for things that apply to every visit, like allergies or preferences.

Related articles

• How do I book, move or cancel an appointment?
• How do clients get their forms, and how do I see who still needs to sign?
• Can you bring over my clients and appointments from my old booking system?

Still stuck? Chat with us using the chat bubble in the corner.