Clients
Clients

How to create a new client?

Add clients manually from the Clients section in the dashboard.

Create from Administration

  1. Go to the Clients section and click "+ New client".

    Clients section with the New client button
  2. Fill in name, phone and email address. Add custom fields if needed and click "Save".

    Form to create a new client in CitaPro

Create from the calendar

  1. Go to Agenda and click an open time slot or the "+" button in the bottom-right corner.

    Weekly calendar view with available time slots
  2. In the menu that appears, select "Booking".

    Context menu with Booking and Block options
  3. In "Creating Appointment", open the "Client" field.

    Creating Appointment form with the Client field
  4. Click "+ Add client".

    Client selector with the Add client option
  5. Fill in the client details and click "Add client".

    Creating client form with Add client button

You can also create clients directly when scheduling an appointment — CitaPro saves them automatically.

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