Adding Clients

Build your client database by adding clients individually or importing in bulk.

Adding a Single Client

Adding Clients While Booking

You can also add a client directly when creating a session:

1. Go to Calendar
2. Click to create a new session
3. In the client field, type the new client’s name
4. Click Create New Client
5. Fill in basic details
6. Continue with the booking

This creates a minimal client record that you can complete later.

Client Fields Explained

Name

The client’s full name as you want it to appear. This is the only required field.

Tips:

• Use the name your client prefers
• Be consistent with formatting (e.g., “John Smith” vs “Smith, John”)

Email

The client’s email address. Used for:

• Booking confirmations
• Session reminders
• Online booking receipts

Phone Number

Primary phone number including country code.

Format tips:

• Include country code for SMS reminders
• Use the format: +1 555 123 4567
• Timeblu supports country code selection

WhatsApp Number

If your client prefers WhatsApp and uses a different number:

• Enter their WhatsApp-specific number
• Include country code
• Leave blank if same as phone number

Birth Date

Optional birthday field. Useful for:

• Birthday greetings
• Age-based services
• Client demographics

Address Fields

Full address including:

• Street address
• City
• State/Province
• Country
• Postal code

Useful for:

• In-person sessions
• Invoicing
• Regional analytics

Notes

Private notes visible only to you. Use for:

• Session preferences
• Important information
• Communication history
• Special requirements

Duplicate Detection

When adding a client, Timeblu checks for duplicates:

• Same email - Warning shown if email exists
• Similar name - Suggestion shown if name is similar

If a duplicate is found:

1. Review the existing client
2. Decide to merge or create new
3. Or update the existing record

Client Validation

Timeblu validates:

Bulk Import

Have many clients to add? Use the Import feature to add clients from CSV or JSON files.

Client Limit (Free Plan)

If you’ve reached your limit:

1. Upgrade to Pro for unlimited clients, OR
2. Delete inactive clients to make room

See Client Limits for more details.

Best Practices

Collect Information Early

When a new client contacts you:

1. Create their record immediately
2. Add email at minimum
3. Complete profile after first session

Keep Records Updated

• Update contact info when it changes
• Add notes after significant interactions
• Archive inactive clients if not deleting

Use Consistent Formatting

• Decide on name format (first last vs last, first)
• Use consistent phone number format
• Standardize note-taking style

After Adding a Client

Once a client is added, you can:

1. Book a session - Schedule their first appointment
2. View their profile - See full details
3. Add more details - Complete their profile over time

Related

• Client Profiles
• Import & Export
• Client Limits