Add a new client
The first step in managing your clients with Arbox is adding them to the management platform.
There are a few ways in which you can do so - through the “quick action” button at the top of the side menu, while scheduling a session or in the search area.
In addition, clients can join your business independently when making a purchase in your online schedule or shop.
After you create the client in the platform, a detailed profile containing their information will automatically form. Through this profile you will be able to track the client’s purchase history, make new purchases under their name, send them messages and much more.
You can access the client profiles to make changes and other actions at any time.
After the clients are registered on the platform, they will be able to book and pay for sessions and products themselves using your client app, schedule link and online shop.
How to add a new client?
- Click on the quick actions button and choose “new member”.
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2. Fill in the information in the required fields (first and last name) and any other information you choose to add. Once you are done click “save”.
Please note: adding the client's email address is not mandatory, but strongly encouraged. With their email clients can access your app and receive emails.
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- Choose the membership and payment type the client would like to purchase, that way they will be considered active.
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- Once the payment is processed you will be able to view the purchase summary. When you are finished, click “done”.
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Congratulations! You have successfully added a new client to the platform. They will now receive an email containing their client app login information.
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