Add a client by hand or invite them

Add a client who phones or walks in, or invite one by email so they can sign in to your booking page straight away.

Who can do this: Owners only
Where to find it: Dashboard > Clients > Invite client

Step 1: Open Clients and press Invite client.
Step 2: Enter their name, email and phone.
Step 3: Add opening loyalty points if you are carrying a balance over.
Step 4: Press Send.

Check it worked: The client appears in the list and receives an email inviting them to sign in.

Last reviewed 22 October 2026 by Sam. Something look different? Open More, then Report Issue in your dashboard and name this guide.