- Login to your Cojilio Online Portal (https://online.cojilio.com)
- Go to Customers in the side menu
- Click Add
- In the New Client Popup, enter the required client information fields:
- Username - this is the username the client will log in to your app and online booking with. If you are not creating usernames for your clients, just paste their email address in this section
- First & Last Name
- Email Address
- Phone Number
- Click Save to save this new client
- Enter the optional client information fields:
- Gender, Birthday & Accessibility Needs Flag
- Address
- Loyalty Points
- Referrals
- Click Save to save this new client
- 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.
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