Adding a new client is a quick, easy way to keep your salon’s client data in one place and make sure every booking is linked to the right person. Below, we go over the four main ways to add new clients in SalonLife.

1) Online Booking

When a client books an appointment online themselves, their details are automatically added to your client database. That way, the client’s name and contact details immediately appear in your calendar and client database views too.

2) Importing Your Client Database

If you already have an existing client list (for example, in an Excel spreadsheet), you can import it from the Apps page. This transfers all your contact details into SalonLife in one go. It’s ideal for quickly adding a larger client database. You can read more about importing client data all at once in this other article.
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TIP:
Before importing contacts, it’s worth double-checking that the columns in your Excel file are named correctly and the data is formatted properly. This helps you avoid duplicates or information ending up in the wrong fields.

3) Adding a New Client’s Details Through a New Booking

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  1. Go to the calendar and select a suitable time.
  2. Click Create New Booking.
  3. Select a service.
  4. The list that opens shows existing clients, but if the new client hasn’t been added yet:  
    • Click (+), or Add New Client.
    • Fill in the client’s name, contact details, etc.
    • Save.

The booking, along with the newly created client, is then added to your calendar.

4) Adding a New Client’s Details Through the Client Database Page

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  1. Go to the Clients page from the top menu.
  2. Click the (+) button on the right (or at the top).
  3. Fill in the data fields: first name, last name, email, phone, etc.
  4. Check that email and SMS notifications are turned on (if you want to send the client automatic notifications).
  5. If you’d like, also add their birthday, address, city, preferred language, or other relevant information.
  6. Click Save.


The client has now been successfully added to your client database, which means you can easily select them from your existing clients when creating new bookings from now on.

Five Main Ways to Add a Client:

  • Online booking: the client enters their own details.
  • Importing from a file: a large client database can be conveniently uploaded from an Excel file.
  • Creating a booking in the calendar: select booking and then (+) and fill in the details.
  • Through the client database: go to the Clients page, select the (+) button, and fill in the profile.


Keep in mind that you can always update or edit any client’s details later.
This way, you keep your SalonLife client database fresh and accurate, and you’re always ready to serve your clients!