When adding a client, you’ll need to provide the following details:
- First and Last Name: Enter the client’s full name.
- Date of Birth: Specify the client’s birthdate, including the day, month, and year.
- Email Address: Provide the client’s email for communication.
- Mobile Number: Enter the client’s phone number.
- Gender: Select the client’s gender from options (male, female, non-binary, transgender, other, prefer not to say).
- Country: Select the client’s country.
- You may add linked contacts but it is not a necessary field when adding a client.