Adding a New Client

Method 1: Creating a new client when booking an appointment.

  1. Select an appointment slot within the diary.
  2. Scroll to the 'Client' section within the appointment menu on the right-hand side of your screen and click 'Add a new client'.
  3. Enter client information and click 'Save'.

Here's a quick video:

A video demonstration of how to add clients in Power Diary.


Method 2: Using the 'People' menu.

  1. Click on the 'People' menu on the left-hand side of Power Diary.
  2. Click the 'Create' button.
  3. Enter client details and then click 'Next' (this will take you to the new client record, where you can input more information if you desire.)

Here's a quick video:

A video demonstration of how to add clients in Power Diary.