Adding Clients

Most businesses need clients: so let's learn how to add clients to your account. There are a few different ways that you can go about adding new clients to your Power Diary account and you'll likely use both depending on the context.

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:

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:

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