{"id":1323,"date":"2024-11-23T04:58:12","date_gmt":"2024-11-23T04:58:12","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4860912831389-creating-a-new-client\/"},"modified":"2026-03-31T14:43:30","modified_gmt":"2026-03-31T14:43:30","password":"","slug":"4860912831389-creating-a-new-client","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4860912831389-creating-a-new-client\/","title":{"rendered":"Creating a new client"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">Using the <strong>All Clients<\/strong> section you can add a new client manually or uploading a list of clients from <strong>Excel<\/strong> spreadsheet (read about this in more detail <strong><a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4861250296989\" target=\"_self\" rel=\"noopener\">here<\/a><\/strong>).<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To add a client to the All Clients list go to the <strong>Clients <\/strong><\/span><strong>&gt; <\/strong><span style=\"font-weight: 400;\"><strong>All Clients<\/strong> section and click the &#8220;<strong>Add a client&#8221;<\/strong> button.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de50205dfee&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de50205dfee\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"474\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.42.19-1024x474.avif\" alt=\"\" class=\"wp-image-316060\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.42.19-1024x474.avif 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.42.19-300x139.avif 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.42.19-768x355.avif 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.42.19-1536x710.avif 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.42.19-2048x947.avif 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.42.19-360x167.avif 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-18.42.19-1568x725.avif 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de50205eb2b&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de50205eb2b\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"555\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-17.06.09-1024x555.avif\" alt=\"\" class=\"wp-image-315703\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-17.06.09-1024x555.avif 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-17.06.09-300x163.avif 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-17.06.09-768x416.avif 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-17.06.09-1536x833.avif 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-17.06.09-2048x1110.avif 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-17.06.09-360x195.avif 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-31-at-17.06.09-1568x850.avif 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">Indicate the following mandatory information in the pop-up:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client name<\/strong><\/li>\n\n\n\n<li><strong>Mobile phone<\/strong><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">You can also add the following information:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Additional phone<\/strong><\/li>\n\n\n\n<li><strong>Email<\/strong><\/li>\n\n\n\n<li><strong>Category<\/strong><\/li>\n\n\n\n<li><strong>Gender<\/strong><\/li>\n\n\n\n<li><strong>Importance<\/strong><\/li>\n\n\n\n<li><strong>Discount<\/strong><\/li>\n\n\n\n<li><strong>Card number<\/strong><\/li>\n\n\n\n<li><strong>Date of birth<\/strong><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><strong>Additional field<\/strong> (read about additional fields in detail in <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4858681446941\" target=\"_self\" rel=\"noopener\">this article<\/a>)<\/span><\/li>\n\n\n\n<li><strong>Comment<\/strong><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Check the box to disable the <strong>online booking<\/strong> option for this client<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Sum sold &#8211; sum this client <strong>received services and products<\/strong> for<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Sum paid &#8211; <strong>sum this client paid for all products and services<\/strong><\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">Don&#8217;t forget to click &#8220;<strong>Save&#8221;<\/strong> to add a client to your list.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Using the All Clients section you can add a new client manually or uploading a list of clients from Excel spreadsheet (read about this in more detail here). To add a client to the All Clients list go to the Clients &gt; All Clients section and click the &#8220;Add a client&#8221; button. Indicate the following&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4860912831389-creating-a-new-client\/\">Continue reading <span class=\"screen-reader-text\">Creating a new client<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[46],"doc_tag":[1714,1507,2101,1609],"class_list":["post-1323","docs","type-docs","status-publish","hentry","doc_category-working-with-client-database","doc_tag-all-clients-en","doc_tag-client-en","doc_tag-excel-actions-en","doc_tag-online-booking-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":142,"total_views":"257","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Working with Client Database","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/working-with-client-database\/"}],"doc_tag_info":[{"term_name":"All Clients","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/all-clients-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Excel Actions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/excel-actions-en\/"},{"term_name":"Online Booking","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/online-booking-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1323","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1323"}],"version-history":[{"count":5,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1323\/revisions"}],"predecessor-version":[{"id":316081,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1323\/revisions\/316081"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1323"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1323"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}