The clients list
Open /service-specialist/clients to see linked clients and manually created records connected to your business.
Adding a client manually
Go to /service-specialist/clients/new to create a new client record for walk-ins, phone bookings, or relationship tracking before the person books online.
The current form supports:
- first and last name
- phone or email, with at least one contact field required
- gender and date of birth
- address and bio
- source
- referred-by client
- private notes
- interests
- an optional invite client toggle
Why invite a client
The invite option is useful when you want a manually created client to move toward a proper Tobinrin account rather than staying only as an internal record.
Private notes
Use notes for operational context your team needs, not for anything the client should see publicly.