Adding Clients

Build your client database by adding clients individually or let them self-register through online booking.

Adding a Single Client

Go to Clients

Click Clients in the sidebar.

Click Add Client

Click the Add Client button in the top right.

Fill in Client Details

Enter the client’s information:

Required:

Name - Client’s full name

Recommended:

Email - For sending confirmations and reminders
Phone - Primary contact number

Optional:

Birth Date - For birthday tracking
Address - Street address
City, State, Country - Location details
Notes - Private notes about the client

Save the Client

Click Save to create the client record.

Adding Clients While Booking

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

Go to Calendar
Click to create a new session
In the client field, type the new client’s name
Click Create New Client
Fill in basic details
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

Always add an email if possible-it’s essential for automated reminders.

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

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

Client notes are never shared with the client or included in emails.

Client Validation

Timeblu validates:

Field	Validation
Name	Required, not empty
Email	Valid email format
Phone	Valid phone format
Birth Date	Valid date, not in future

Client Limit (Free Plan)

Free plan is limited to 20 clients. You’ll see a warning when approaching this limit.

If you’ve reached your limit:

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

Best Practices

Collect Information Early

When a new client contacts you:

Create their record immediately
Add email at minimum
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:

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

Client Profiles