Adding Clients

BusyBook gives you three ways to build your client list: manual entry, CSV import, and automatic creation through the AI assistant.

Adding a Client Manually

1. Go to Clients > Client List in the sidebar
2. Click Add Client
3. Fill in the client details:
   • First name and Last name (required)
   • Email and Phone number
   • Phone type (cell, home, or work)
   • Source — How the client found you (walk-in, referral, Google, social media, online booking, phone call, website, or other)
   • Birthday — For birthday promotions and personalization
   • Address — Street, city, state, and zip code
   • Referral source — If they were referred by an existing client, link the referral
   • Notes — General notes about the client
   • Medical notes and Primary concern — Health-relevant details for session planning
4. Click Save

The client is immediately available for booking appointments and checkout at the register.

Quick Add from Other Pages

You can also add clients directly from:

• The Calendar — When creating an appointment, click “Add New Client” in the client selector
• The Register — The client picker includes an option to create a new client on the spot

Importing Clients via CSV

If you’re migrating from another system or have a spreadsheet of clients:

1. Go to Clients > Client List
2. Click Import
3. Upload your CSV file — Drag and drop or click to browse
4. Map columns — BusyBook auto-detects common column names (Name, Email, Phone, etc.). Review the mapping and adjust any columns that weren’t matched automatically.
5. Preview — Review the parsed data before importing. BusyBook validates each row and flags any issues (missing required fields, invalid emails, etc.)
6. Import — Click to start the import. Progress is shown in real time.

Supported CSV Fields

Field	Auto-Detected Headers
Full Name	name, full name, client name
First Name	first name, firstname
Last Name	last name, lastname
Email	email, email address
Phone	phone, phone number, mobile, cell phone
Birthday	birthday, dob, date of birth
Address	street address, city, state, zip code
Source	source, referral source
Notes	notes, general notes
Primary Concern	primary concern
Medical Notes	medical notes

Automatic Client Creation

When the AI assistant books an appointment for a new caller or messager, it automatically creates a client record with the information collected during the conversation. The client appears in your client list with a source of “AI Assistant.”