How to Add a Client 🤦♂️
Add Button
You can add a client at any time while using the application by clicking the Add -> Client button. When adding a client, the required fields to fill in are:
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First Name
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Last Name
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Date of Birth
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Phone Number
These fields will allow you to distinguish one client from another in the future. You'll be surprised how many people share the same name around you. You'll start getting confused. You might want to fill in less, but for clients, this is the absolute minimum for their identification.
Very often, it's not the client themselves who calls to book your classes, but a relative or parent. Therefore, you can add the name of the person you are in contact with or will be speaking to next about this client in the contact field.
Furthermore, you can immediately add a comment when adding a client if you received information during your conversation with them that you want to save. You can do this simultaneously with adding them.
Other Methods
You can also add clients in other ways. By using the journal, lists, or another component, you can add both a new client to the system and to the journal simultaneously. Why do multiple actions when you can do one? 😎
