How to Create a Client in the Online Calendar

Login to your Cojilio Online Calendar:

• Click Book Appointment.
• Click on + Add New Client. 

Add your client's full name, phone number and email. 

In order to create a client, you must put in their phone number OR email.

• Adding a client without email = they will not receive confirmation emails.
• Adding a client without a cell phone number = they will not receive appointment confirmation texts.

• Check OFF "Send this customer a welcome SMS (text message)" if you do not want the customer to receive an SMS invite with their login credentials.
• Check OFF "Send this customer a welcome Email" if you do not want the customer to receive an Email invite with their login credentials.

Client will be sent their account information automatically

When you create a client in your Online Calendar or Business App, their client account is automatically created and an email & SMS invitation is sent to them with their account login details.

To create a client without booking an appointment, you can create a client in your Cojilio Online Portal

1. Go to Customers in the side menu
2. Click Add a Client