How to add and edit a client (mobile)

In this article, you will learn how to add a new client through the partner Zoyya web application on a mobile phone. By adding a client, you create their profile, which you can use for bookings, keeping track of appointments and storing important information.

PLATFORM_SWITCH: Computer · Mobile phone

When to use this option?

Use this option when:

you are adding a new client
you want to record the client's contact information
want to send reminders or invitations for online ordering
want to keep notes on the client
you want to include advance payment for reservations

Work steps

To add a new client on a mobile phone, do the following:

Open Clients → New client.
Enter the client information

Only the "Name" field is required, other fields are optional and you can add them immediately or later.

If necessary, enter an e-mail address.

After entering e-mail address, two options appear:

Send Link to Email sends the client an invitation to order your free appointments via the Zoyya app.
Send e-mail reminders enables sending reminders for appointments.

Then add mobile number.

After entering the number, you can turn on SMS reminders for appointments, option to send SMS reminders for appointments.

If you want, add other information about the client.
In the Comment field, you can enter important information or preferences that you want to have with the client's profile. The note is always visible next to the client's profile.
If necessary, turn on the option Ask for an advance payment for the reservation (More information about advance payments.)
Finally click Save.

The client's profile is immediately ready for making reservations.

Important: Adding an e-mail address and mobile phone number allows you to send notifications and reminders about appointments. To send SMS reminders, it is necessary to have available SMS credits and turn on SMS notifications.

Edit an existing client

Open Clients and select the client.
Tap Edit.
Edit personal or contact details, the comment, or notification settings.
Tap Save.

Frequently asked questions

Do I have to enter all the client information right away?

No. Only the Name field is required. You can add or edit other information later.

When does the option to send an invitation appear?

After you enter the client's e-mail address.

Can I turn on reminders or advance payments later?

Yes. You can edit all information about the client later.

Connected

Updated on: 21/08/2026

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