Add a client

Most clients get created at the front desk with someone standing in front of you, so the form starts small.

The fast version

New client opens a panel with the essentials: name, email, phone. That plus how they heard about you is genuinely all you need to save someone.

Everything else lives behind Add more details — and it stays there until you ask for it, so a busy desk isn't scrolling past an address form to find the save button.

What's behind it, when you want it:

Who's allowed to message them

Every client has four independent message settings, split by what the message is for and how it's sent:

The split is the important part, and it isn't arbitrary.

Appointment messages — your confirmation, your reminder, your "we've had to move you" — default to on because booking an appointment is the request to hear about that appointment. Nobody books a haircut and is surprised to get a reminder.

Marketing defaults to off because nobody books a haircut in order to receive your newsletter. When you switch it on, RewireBox records when it was switched on and where — this form, an online booking, an import — so the record doesn't just say the client agreed, it says when and how. That pair is the thing that makes your campaigns defensible.

The stakes differ by country. In the United States marketing is opt-out (CAN-SPAM): you may message until asked to stop. In Canada it's opt-in (CASL), the burden of proof sits with the sender, and penalties reach into the millions — which is why, for Canadian salons, only consent with that recorded when-and-how counts: a client whose record carries the tick but no evidence doesn't enter a campaign audience until it does.

The upshot is that when you send a campaign later, you don't have to audit anything. The eligible audience is already known, because it was recorded one client at a time, at the moment each person actually said yes.