Torq automatically saves a customer to your client list when they book online, but you can also add one yourself.
Steps
- From the Hub, tap Clients.
- Tap Add Client.
- Enter the client's Full name (required) and Phone number (optional).
- Tap Save client.
Clients you add this way are tagged Manual in your client list, so you can always tell them apart from clients who booked through your page (tagged App).
Why add clients manually
If a customer calls or books in person, adding them as a client means their details are on file for next time — you won't need to ask again, and you can find their booking history in one place.
Editing a client
Open a manually-added client's profile and tap the pencil icon to edit their name or phone number, then tap Save changes. Clients who booked through your page can't be edited, since their details come from their own booking.