How can I add multiple clients to Fresha at once?

To import a list of existing clients, use the Fresha import feature. This allows for a bulk addition of clients to your business, streamlining the setup process.

Can I customize the notifications that clients receive?

Yes. Within a client profile, select Actions, then Edit client profile. Under the Settings tab, you can view the clients Notifications section, where you can tailor which notifications each client receives, from appointments to marketing communications.

How do I add notes to a client's profile?

Notes can be added to a client’s profile at any time. Add a Staff alert that will remain visible on the client's contact card for the most important information. Additional notes can be added by opening your Clients list, selecting a client, then Documents and Notes. Click on Add, adjust the entry date, add a note and Save.

Can I change client details after they’ve been added?

Yes, update client information at any time by opening your Clients list, selecting a client to open their profile, clicking Actions and selecting Edit client details.

Why are my clients missing?

If you're logged in to your account but can’t see your appointments, clients, or services, we’d recommend to: Check your email* - If you have more than one Fresha account or someone else has used your device to log in, double-check that the email you’re using is correct. You can check which email you are currently using under your Profile *Settings**.

Help center
Knowledge base
Clients
Create and add new client profiles

Create and add new client profiles

Add new clients to your business account and find all of their information stored in a centralized and accessible place. Learn how to add and update details about your client, including emergency contacts, and update key settings.

Adding profile details

A client's profile is where you can store and manage their information in one place. When creating a client, the profile can be saved using their first name and contact details, but it's better to enter their full details to ensure they receive communications from your business.

Desktop
Mobile

To add a client’s basic profile information:

Open Clients, select Clients list and click Add client.
Under Profile, enter the client’s basic details like their First name, Last name, Email, Phone number, Date of birth, Gender, and Pronouns.
Under Additional info, provide the following details:
1. Preferred language:
  Choose the client’s preferred language for receiving automated messages.
2. Client source:
  Select how the client found your business from the list of available sources. New sources can be created under the Referral sources setting.
3. Occupation:
  Enter the client’s occupation.
4. Nationality:
  Specify the client's nationality.
5. Additional email and phone:
  Include any extra email or phone numbers for the client, like a client’s work number.
Click Save or proceed to add the client's address.

To add a client’s basic profile information:

Open Clients, select Clients list and tap Add (+).
Under Profile, enter the client’s basic details like their First name, Last name, Email, Phone number, Date of birth, Gender, and Pronouns.
Under Additional info, provide the following details:
1. Preferred language:
  Choose the client’s preferred language for receiving automated messages.
2. Client source:
  Select how the client found your business from the list of available sources. New sources can be created under the Referral sources setting.
3. Occupation:
  Enter the client’s occupation.
4. Nationality:
  Specify the client's nationality.
5. Additional email and phone:
  Include any extra email or phone numbers for the client, like a client’s work number.
Tap Save or proceed to add the client's address.

When adding a new client, the system will detect if the contact information matches an existing client. An alert will appear to let you know and to prevent duplicates by selecting Review.

When creating a new client, capitalise the first letter of their first and last name so that the correct format is reflected on your notification and promotion activity for a more professional look.

Adding address details

Adding an address for your client can be helpful if your business provides services at home, or sells products online with a delivery. You can add multiple addresses.

Desktop
Mobile

To add an address for your client:

Continue from adding client profile details or open the Clients list and Add client.
Select Addresses and click Add new address to provide the following details:
1. Type:
  Choose whether it's the client’s Home, Work, or Other.
2. Address name:
  Customize the address type for clarity. For example, if you select Other, specify its purpose, like a “second home”.
3. Address:
  Start typing the client’s address to find the correct one. The fields below will auto-fill, but you can Edit them as needed.
Click Continue to add the address. If the client has multiple addresses, click Add New address and repeat the steps above.
Click Save or proceed to add emergency contact details.

To add an address for your client:

Continue from adding client profile details or open the Clients list and Add (+).
Select Addresses and tap Add new address to provide the following details:
1. Type:
  Choose whether it's the client’s Home, Work, or Other.
2. Address name:
  Customize the address type for clarity. For example, if you select Other, specify its purpose, like a “second home”.
3. Address:
  Start typing the client’s address to find the correct one. The fields below will auto-fill, but you can Edit them as needed.
Tap Continue to add the address. If the client has multiple addresses, tap Add New address and repeat the steps above.
Tap Save or proceed to add emergency contact details.

Adding emergency contacts

Adding emergency contacts is optional and clients can choose to provide up to two contacts. For each contact provided, both a name and a phone number are mandatory.

Desktop
Mobile

To add the client’s emergency contacts:

Continue from adding a client’s address or open the Clients list and Add client.
Select Emergency contacts and provide the following information for the Primary and Secondary contacts:
1. Full name:
  Enter the emergency contact’s full name.
2. Relationship:
  Specify the contact’s relationship to the client. For example, "parent," "friend," or "spouse."
3. Email address and phone:
  Provide the email address and phone number to reach the emergency contact.
Click Save or proceed to update the client's settings.

To add the client’s emergency contacts:

Continue from adding a client’s address or open the Clients list and Add (+).
Select Emergency contacts and provide the following information for the Primary and Secondary contacts:
1. Full name:
  Enter the emergency contact’s full name
2. Relationship:
  Specify the contact’s relationship to the client. For example, "parent," "friend," or "spouse."
3. Email address and phone:
  Provide the email address and phone number to reach the emergency contact.
Tap Save or proceed to update the client's settings.

Updating client settings

Within client settings, you can customize how clients stay informed as well as the Upfront payments and Card capture rules that apply.

Desktop
Mobile

To update your client’s settings:

Continue from adding emergency contacts or open the Clients list and Add client.
Select Settings and under Notifications, mark the checkbox next to the preferred contact methods:
1. Appointment notifications:
  Choose to notify clients about their appointments via email and text.
2. Marketing notifications:
  Select email or text marketing communications preferences agreed to by the client. This will apply when you send Blast campaigns.
If you have Payment processing enabled, prevent no-shows and late cancellations by allowing Upfront payments and card capture to apply to the client’s appointments.
Click Save to add the new client.

To update your client’s settings:

Continue from adding emergency contacts or open the Clients list and Add (+).
Select Edit next to Client details, scroll across to Settings and tick the checkbox next to the preferred contact methods:
1. Notifications:
  Choose to notify clients about their appointments via email and text.
2. Marketing notifications:
  Select email or text marketing communications preferences agreed to by the client. This will apply when you send Blast campaigns.
If you have Payment processing enabled, prevent no-shows and late cancellations by allowing Upfront payments and card capture to apply to the client’s appointments.
Tap Save.

New clients will be labelled as New until their first appointment or product purchase. This can be seen on the client card within their profile and appointments.

FAQs

- How can I add multiple clients to Fresha at once?
- Can I customize the notifications that clients receive?
- How do I add notes to a client's profile?
- Can I change client details after they’ve been added?
- Why are my clients missing?

Create and add new client profiles

Adding profile details

Adding address details

Adding emergency contacts

Updating client settings

Was this guide helpful?

Up next

Create and manage client sources

Import your existing client list

Add and manage client allergies

Related articles

Add and manage staff alerts

Add and manage client documents

Merge client profiles