Add a new customer while booking

In the sales application: Save a new customer and their appointment together on the booking page.

1. Step 1

   In the appointment form, expand Add a new customer below the customer selector.

2. Step 2

   Enter New customer name, plus their phone or WhatsApp number and email when available.

3. Step 3

   Select WhatsApp consent only if the customer agreed. Use either an existing customer or new customer details.

4. Step 4

   Complete the service, time and provider, then select Save booking to save the customer and appointment together.

5. Step 5

   If the contact details are already registered, use the existing customer instead of creating a duplicate.

If a scheduling conflict or payment error prevents saving, correct the form and save again. A rejected save does not create a new customer or payment.