How to Add a New Client (all routes)

How to: Add a New Client in the Online Calendar

When booking an appointment:

Login to your Online Calendar

• Click the New Appointment button at the bottom
• Click + Add a client
• Enter the first name and last name
  • If you are adding a client without last name, we recommend using the “-“ symbol
• Enter the email address and phone number
  • Phone number OR email address are required on a clients’ profile, not both, so either phone or email can be left blank
• Click Add
• Continue booking the appointment as usual

Through New Checkout:

• Click New Checkout at the bottom
• Click + Add a client
• Enter the first name and last name
  • If you are adding a client without last name, we recommend using the “-“ symbol
• Enter the email address and phone number
  • Phone number OR email address are required on a clients’ profile, not both, so either phone or email can be left blank
• Click Add
• Continue with the new checkout as usual

How to: Add a New Client in the Online Portal

Login to your Online Portal

• Click Customers in the side menu
• Click Add
• Enter a username
  • This is what they will use to login with
  • Their username can also be their email address
• Enter a first name and last name
  • If you are adding a client without last name, we recommend using the “-“ symbol
• Enter an email address or phone number
  • Phone number OR email address are required on a clients’ profile, not both, so either phone or email can be left blank
• Click Add

How to: Add a New Client in the Business App

Login to the Cojilio Business App

• Click the icon in the bottom menu
• Click the icon to add a new client

• Fill out the client’s profile information
  • First Name
  • Last Name
  • Email
  • Phone Number
• Click Save