It's convenient to add clients from MINDBODY Express™ because you can snap your new customer's photo using your device's camera, then enter—or allow the client to enter—contact information in seconds.
To add a new client:
- Tap Clients in the main menu.
- Tap the add client icon at the top right.
- Enter the customer's contact information. Required fields will display in red. These fields correspond with the required fields you've set up on your site.
- Once you or your client has entered their information, click Continue in the upper right.
- If you use liability waivers, the app will prompt you to either have the client sign the liability waiver now or later.
- Tap the orange arrow icon in the top right corner to access a few more options:
- Manage Alerts allows you to enter a red or yellow alert that shows up on the client's main profile page.
- Manage Notes lets you enter customer notes.
- New Ticket links you to the Retail screen and starts a new ticket for the client.