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How to create clients

This guide walks you through the different ways how you can add clients and view their profiles

Written by Dominik

The relationships you build with your clients are the heart of your business 💛 Noona helps you nurture and manage them with ease. In this article, you'll learn the different ways to add clients, organize them into groups and view their history. Let's dive in

✨ Good to know

Clients are added automatically after their first reservation, so you don't need to create everyone by hand. One less thing on your to-do list! 😉

👇 How to add a client manually

Got a new client who called in or walked through the door? You can add them yourself in seconds.

  1. Click on the Menu and go to the Clients section.

  2. Click "+ New".

A sidebar will open on the right, where you can enter the client's details:

  • Name

  • Phone number

  • Social ID number (optional)

  • Email address (optional)

  • Guest notes (optional): perfect for remembering preferences, so every visit feels personal.

  • Add to client group: add the new client to a group of your choice right away. No need to come back to it later!

And just like that, your new client is in the system! ✅

💡 Tip: Include an email address or phone number so the client can receive automated reminders and notifications. Fewer forgotten appointments, happier calendar! 📅

👥 How to create a new client group

Want to keep your regulars, VIPs or any other clients neatly organized? Client groups make it easy.

  1. Click on the Menu and go to Settings.

  2. Find Client in the left-side panel.

  3. Click "+ New".

  4. Name the group and, if you like, add a description.

Done! Your group is ready to be filled with clients. 🙌

💡 TIP: Client groups are great for creating a blacklist! 🚫 Add guests you'd rather not welcome back, for example repeated no-shows, to a group, so your whole team can spot them right away.

📖 How to access client history

Curious when a client last visited or what they had done? Their history is just a click away. Great for preparing before an appointment!

  1. Click on the Menu and go to Clients.

  2. Use the search bar or click on the client's name.

  3. View their past visits on the right side of their profile page.

Easy as that! 👀

💡 TIP: You can also open a client's history straight from their reservation! Just click the reservation in your calendar, and you'll see everything about your guest in one place. 📖

That's it! 🎉

Your client list is all set up and ready to grow with your business! 💪

🤕 Need help?

If you have any questions, feel free to contact us via the chat bubble 😊

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