Add a client
Manually create a client profile in Arketa.
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
- Go to Customers → Clients
- Click Add New in the upper right corner
- Enter:
- First name
- Last name
- Email address
- Click Add New Client
[IMAGE TODO] Take a screenshot showing the "Add New Client" modal/form after clicking Add New on the Clients page. The form should show the First Name, Last Name, and Email fields, along with the "Add New Client" button.
You need at least a first name, last name, and email to create a profile. Additional fields (phone number, birthday, address, etc.) can be added after creation or collected 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, set that up in your custom fields:
- Go to Settings → General Client Settings (or Custom Fields)
- Add and mark the field as required
[IMAGE TODO] Take a screenshot showing Settings → General Client Settings with the custom fields list visible and the "Required" checkbox toggled on for at least one field.
See custom fields for the full setup.
Sending a welcome email or waiver
After adding a client, you can:
- Send them a waiver link to sign your liability waiver
- Send a welcome/invitation email so they can set their password and access their account
Both options are available from the client's profile.
Clients created from bookings
When a client books for the first time through your website, widget, or app, Arketa automatically creates their profile. Duplicate accounts can happen if someone uses different email addresses — see merge accounts for how to handle that.