Registering a New Client

Registering a New Client

New client registration takes under 30 seconds at the cashier. The minimum is a phone number — everything else is optional and can be filled in later.

From the cashier (fastest path)

When starting a session and the phone number isn’t found:

1. Enter the phone number in the search field.
2. Click Register new client (shown when no match is found).
3. The phone is pre-filled. Add the name if the client provides it.
4. Click Save.
5. The profile is created — proceed immediately to session start.

From the Clients section

1. Go to Clients in the CRM sidebar.
2. Click Add client.
3. Fill in:
   • Phone — required
   • Name — optional but useful
   • Birthday — optional (enables birthday bonus)
   • Email — optional
   • Group tags — optional (apply immediately if relevant)
4. Click Save.

After registration

The new client profile is active immediately:

• Balance shows 0 (top up to start a session)
• Bonus balance shows 0
• Session history is empty
• Any applicable welcome bonus triggers automatically if configured in the bonus engine

See also

• Clients overview
• Identify by phone
• Manage balance
• Birthday bonus