Add a client

A new enquiry used to mean a spreadsheet row, a folder and a calendar contact. Here it is a name and an email.

Saves the setup shuffle for every new client

Open Clients and choose New client.
Type their name. Email and language are optional; the language sets what their sessions and emails are written in.
Save. They appear at the top of your list, ready for an intake link or a first session.

From a client's file you can then send an intake form, book a session, give or sell them something, or message them.