TABLE OF CONTENTS


Overview

This guide explains how to add a Client in Core. A Client is a non-member individual who interacts with your business—for example, by booking services or purchasing items without an active membership. The guide covers all sections required to create a client profile, including personal details, address information, general data, and permissions, helping you manage clients smoothly and efficiently.

Step 1: Navigate to the Customer Module

Go to the Customer Module.
By default, you will be in the Customers segment.
Click on the Add Client button.


Step 2: Add Client Details

You will be taken to the Add Client page.
The page includes the following sections:

  • Personal Information

  • Home Address

  • Billing Address

  • Shipping Address

  • General Information

  • Permissions

Step 3: Enter Personal Information

Fill out all required and optional details:

Mandatory Fields:

  • Email

  • First Name

  • Last Name

Optional Fields:

  • Title

  • Gender

  • Date of Birth

  • Mobile

  • Phone

Upload Image (Optional):
Click Upload Image to open the image uploader. You can:

  • Capture Image

  • Browse Image


Step 4: Add Home Address (Optional)

Provide the client’s home address details:

  • Country

  • State / County

  • Address Line 1

  • Address Line 2 (optional details such as apartment number)

  • City

  • Post Code / ZIP Code

Step 5: Add Billing Address (Optional)

Click the + icon to expand this section.
You may:

  • Check Same as Home Address to auto-fill fields

  • OR enter a separate billing address

Step 6: Add Shipping Address (Optional)

Click the + icon to expand this section.
You may:

  • Check Same as Home Address to auto-populate

  • OR enter a different shipping address


Step 7: Fill General Information (Optional)

Click the + icon to open the General Information section.
You can fill in:

  • Card Number

  • Referred By

  • Source (dropdown)

  • Company Name

  • Occupation

  • Unique ID

  • Notes


If the client has a shared membership, they can mark attendance using their Card Number through the Member Attendance Portal.


Step 8: Set Client Permissions

Click the + icon to open the Permissions section.
Toggle ON the permissions you want to enable:

  • Postal Mail – Allows sending mail to the client's address

  • Phone Call – Allows staff to call the client

  • Email – Allows email communication

  • SMS – Allows sending text messages

  • Push Notifications – Allows app notifications

  • First Aid – Indicates the client can receive first aid if needed

  • Partial Payment – Core – Allows partial payments in Core

  • Partial Payment – Widget – Allows partial payments via the widget



Step 9: Save the Client

Click Save.

A message “Client Saved Successfully” will appear at the bottom-right of the screen.

To clear all fields, click Reset.