Add a client

Clients are automatically created when someone books through your scheduling page or embedded widget. You can also add them manually — useful for walk-ins, transferred clients, or anyone you're setting up before they book themselves.

Add a client manually

1. Go to Customers → Clients

2. Click Add new in the upper right corner

3. Enter:

   • First name
   • Last name
   • Email address

4. Click Add client

First name and last name are required. Email is required unless you uncheck Has their own email. You can fill in other fields (phone number, birthday, lifecycle stage, etc.) in the same form, add them later, or collect them through custom fields on your booking page.

Require additional information at signup

If you want to collect phone numbers or other details when clients create their own accounts:

1. Go to Settings → Required Sign-Up Fields
2. Set the field (for example, Phone Number) to Required

See custom fields for the full setup and to add additional client fields.

Sending a welcome email or waiver

After adding a client, you can:

• Send them your liability waiver from the waiver section of their profile (Resend waiver)
• Send a password reset email from the profile's More actions menu (Reset password) so they can set their password and access their account

Clients created from bookings

When a client books for the first time through your website, widget, or app, Arketa automatically creates their profile. A profile is also created when someone signs up for a brand-new account on your scheduling page, even before they book.

Someone who logs in with an existing Arketa account — one they already use at another studio — won't appear in your client list until they book or purchase with you. Arketa accounts are shared across studios, so logging in on your page alone doesn't add a person to your list. This keeps your client list to people who have actually signed up or engaged with your business.

Duplicate accounts can happen if someone uses different email addresses — see merge accounts for how to handle that.

Leads vs. clients

Arketa creates a client record whenever someone becomes a contact in your account, and marks some of those contacts as leads — people who have shown interest but haven't been fully set up yet. A new lead always creates a client too.

A new lead is added when:

• A form is submitted with an email that has no existing client
• A message is sent through your embeddable widget with an email that has no existing client
• Someone subscribes to your newsletter and no client exists yet for that email
• A client is created inside a feature that has a lead life cycle attached

A new client is added when they are:

• Added manually through the dashboard
• Signed up through the widget
• Created after signing your liability waiver
• Created after submitting an intake form
• Created through the app
• Created from a migration
• Added as a family member from the widget
• Uploaded through More → Import clients in the client list