How do I create a new client?

Modified on Mon, 14 Nov 2022 at 04:05 PM

Adding clients to Goldie is simple, and it makes creating appointments, sending marketing messages, and taking payments easy. To add a new client, simply follow these steps:


  1. Open Goldie (and ensure you are logged into your account)
  2. Go to Menu (☰) → Clients
  3. Tap the (+) symbol in the top right corner
  4. Enter the client’s details (name, contact info, photo, notes)
    1. As you type their name, you’ll get suggestions from your device’s contacts list. 
    2. If the client isn’t already in your device’s contacts, you’ll have the option to add them with a checkbox on the client details screen.


If you’d like to import multiple clients at the same time from your device's contacts, check out this article.


Note: You can also create a new client when adding a client to a new or existing appointment. When selecting the client for the appointment, simply tap the “Create new client” button and then follow step 3 above.


Still can’t find what you’re looking for? Return to the Help Center homepage to search for additional articles or reach out to us - we’re always here to help.

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