How do I create a new client?

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 & Go to Menu (☰) → Clients

  2. Tap the (+) symbol

  3. 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 from your device's contacts at the same time, check out this article.

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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