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How to create clients

All you need to know about the clients list

Anna Dís avatar
Written by Anna Dís
Updated over 2 months ago

💡 Overview

The relationships you build with your clients are the heart of your business.

Noona HQ is designed to help you nurture and manage those relationships with ease.

This guide walks you through the different ways you can add and view client profiles in Noona HQ.


👤 How Clients Are Created

Clients can be added to your account automatically or manually.

✨ Automatic Creation

  • When a client books online, their profile is created automatically.

  • When you create an appointment manually, a client profile is also created.

No extra steps required — that’s part of the Noona magic! 🌟


➕ Ways to Add Clients Manually

You can manually add clients in three main ways:

1. From the Client List

  • Go to the Client List in the sidebar.

  • Click the + New (blue button) in the top right corner.

  • Enter the client’s details and save.

✅ Tip: Include email or phone number for automated reminders and notifications.

2. From the Point-of-Sale (POS) System

If you’re using the POS add-on, you can create a client during checkout — perfect for walk-ins buying products without booking a service.

3. By Importing a Client List

If you’re migrating from another system, you can import clients using a .CSV or Excel file.

  • Learn how to import your client list here.

📎 Tip: Make sure your file includes first name, last name, and contact info for best results.


📂 Accessing Client History

You can view a client’s appointment history in two ways:

🔍 From the Client List

  1. Go to Clients in the sidebar.

  2. Search for the client and click on their profile.

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

🗓 From an Appointment

When viewing or editing an appointment:

  • Scroll down below the appointment details.

  • The client’s full appointment history will be visible there.

💬 Need Help?

We’re here for you!

Use the chat bubble in Noona HQ or email us at [email protected] if you have questions or need assistance importing your client list.


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