Adding Clients to Flowdara

Learn how to add and manage clients in your Flowdara practice, whether they book through your platform or you add them manually.

Client Management Overview
Flowdara offers multiple ways to add and manage clients

Automatic Client Creation

  • • Clients are automatically created when they book
  • • Contact information is captured during booking
  • • Client profiles are built over time
  • • History and preferences are tracked

Manual Client Addition

  • • Add clients manually for existing patients
  • • Import client lists from other systems
  • • Create client profiles before booking
  • • Manage client information directly
Automatic Client Creation
Clients are added automatically when they book

How It Works

  1. 1. Client visits your booking page
  2. 2. They select a service and time
  3. 3. Client provides contact information
  4. 4. Profile is automatically created
  5. 5. Client receives confirmation email

Benefits

  • • No manual data entry required
  • • Accurate contact information
  • • Seamless client experience
  • • Automatic profile building
Manual Client Addition
Add existing clients manually to your system

Steps to Add Manually

  1. 1. Go to Clients section in dashboard
  2. 2. Click "Add New Client"
  3. 3. Fill in client information
  4. 4. Save client profile
  5. 5. Client can now book appointments

Use Cases

  • • Existing patients from other systems
  • • Clients who prefer phone booking
  • • Import from external databases
  • • Pre-register clients
Client Information Fields
Essential information to collect for each client

Required Information

Email Address

For confirmations and communications

Full Name

First and last name for identification

Optional Information

Phone Number

For SMS notifications and calls

Notes & Preferences

Special requirements or history

Best Practices for Client Management
Tips for effective client management in Flowdara

Data Quality

  • • Use consistent naming conventions
  • • Verify email addresses are correct
  • • Keep client notes updated
  • • Regularly review and clean data

Client Experience

  • • Send welcome emails to new clients
  • • Provide clear booking instructions
  • • Respond promptly to inquiries
  • • Maintain professional communication