Add and edit clients

Create client records, keep contact details current, and handle SMS consent.

Every person you work on gets a client record — their contact details, appointment history, notes, photos, and saved card all hang off it.

Add a client

Mobile app: go to the Clients tab and tap + New client. Enter first and last name, phone, and email. You can also add a client mid-booking — the new-appointment flow has a + New client option that returns you right to the booking.

Dashboard: open Clients in the sidebar and add from there.

Clients also create themselves: when someone books on your booking page for the first time, a client record is created automatically.

SMS consent

The SMS consent checkbox on a client's record controls whether Mila may text them (appointment reminders, notifications). Only tick it when the client has actually agreed to receive texts — it's their consent, not a preference of yours. Clients booking themselves are asked for consent during booking. No consent means no texts, even if your reminder settings are on — email is used where available instead.

Edit a client

Open the client from the Clients tab, edit their details, and save. Keeping phone and email current is what keeps reminders and receipts reaching them.

Where everything lives

A client's profile gathers everything about them in one place — see Client profiles.