Appointier

Add a client

Create a client record by hand, or let it be created at booking time.

Clients get a record the first time they book online, or when you add them. The record holds their details, visits, packages, invoices, forms, notes and messages.

Add one

  1. Open Customers in the sidebar.

    The Customers list with search, the Overdue filter and the New Customer button

  2. Click New Customer.

  3. Enter the First name, Last name and Email. The Phone is optional, with a country code picker.

    The New Customer drawer with first name, last name, email and phone

  4. Click Save.

The client appears in the list. Open the record to add a birthday, an address, how they found you and their preferred contact method.

Find a client

Search by name, email or phone. The Overdue filter shows clients past their usual visit rhythm. Click a row to open the record, or the pencil to edit the basics in place.

A banner at the top reports possible duplicates when two records look like the same person.

Related guides

Updated October 20, 2026