You can start adding clients to the OS as soon as your account is created and you're set up to accept payments. There are a few ways you can go about adding clients to the system.
Adding Clients from the Clients Tab
On your Clients tab, you'll find the Add Client button at the top right. Selecting this button will open a brief form to complete with info on who you'll be adding, whether you'd like to place an order with the invite, and any additional info you might like to add at the time of invite.
Below the Add Client button is an option to import from a CSV.
CSV uploads should include first name, last name, email, and phone number. By default, the uploaded file will generate leads, but you can easily change their lifecycle status once they're in the system.
You'll also have the option to send welcome emails to all clients uploaded from the CSV file.
Public Booking Links
Clients can also get set up to meet with you via Public Booking Links. You'll be able to create and share those once you've set up your schedule.
