How do I create a client profile?

Creating a client profile in Schedulicity is a straightforward process that can enhance your scheduling experience. To begin, you will need to log into your Schedulicity account. Once logged in, navigate to the client management section. Typically, this area allows you to view existing clients and add new ones. Look for an option that says "Add Client" or a similar prompt. When you select this option, you will be prompted to enter essential information about the client. This information may include their name, phone number, email address, and any relevant notes or preferences. After filling in the necessary fields, review the information for accuracy and then save the profile. Your new client profile will now be included in your system, allowing for easier appointment scheduling and management. If you ever need updates or further assistance, it is a good idea to consult the help section on the Schedulicity website for additional guidance on managing client profiles.