Add / Set-up Clients

Add clients to Fons

Mica Manson avatar
Written by Mica Manson
Updated over a week ago

There are a couple of ways to onboard your clients. Checkout the Onboarding Help Guide.

NOTE: Adding a client does not send out notifications, however; this wizard will flow directly into setting up how clients should be billed when they attend lessons. Setting a clients default billing method will send the client an email if your account is live. If you are not ready to set this up, you can always exit the wizard and return to it later.

Setup Clients

  1. Click the Green +New button and select create client

  2. The Client Add Wizard will guide you through

  • Screen 1 - first name, last name time zone, label, email

    • NOTE: set up parents before setting up children

  • Screen 2 - phone, any cc emails, check if you want to add an address

  • If done click Save

  • If you need to add additional family members click Add Family

    • Add family members as needed.

    • It is recommended to add both first and last names of family members


Importing Clients: If you have 50+ clients already in a spreadsheet, send it to us as a .cvs file and we will be happy to import for you, it usually takes 1-2 business days.

Minimum requirements to create a client:

  • first name

  • last name

  • email address

Next step: Set the clients default billing method (we have 3: Per Appointment, Packages, or Subscription)


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