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How to add a client.

Add your new or existing customers into Slick and create their client profile.

Phoebe Davis avatar
Written by Phoebe Davis
Updated over a week ago

Adding your clients is super quick with Slick - you can either add a new client as you make a booking or enter a new client straight from the calendar in just a few steps.

  • Click on the "Clients" button in the top right corner of the calendar.

  • Then simply start typing in the name of the client you want to add and you will see the option to "Add a new client" - click on this.

It looks like this! โ†“

  • Now, just click on each box to enter your client's details!ย 

    If you don't have their mobile number, only a landline, you can leave the mobile field blank and pop their landline number into the "Alternative number" field.

  • Scroll to the bottom to enter client notes and birthday (optional) and then just press the purple "Save new client" button. You have created the client profile!

It looks like this! โ†“

  • You can now use the toggles to switch Text reminders off or marketing opt-in on (when the toggle is purple, it's on!) and there's also the option to add in patch test details.

Now, to learn how to create bookings, click here.


if you want to learn more about where to store & view colour notes, click here.

If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

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