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 first name
- Surname - Client’s last 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 and Surname
The client’s first name and last name. These are the only required fields.
Tips:
- Use the name your client prefers
- Be consistent with formatting
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
- It should be a mobile: if you type a landline, the form notes that the number cannot receive SMS or WhatsApp (you can still save it, but reminders will not reach it through those channels)
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 Validation
Timeblu validates:
| Field | Validation |
|---|---|
| Name | Required, not empty |
| Surname | Required, not empty |
| Valid email format | |
| Phone | Valid phone format |
| Birth Date | Valid date, not in future |
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