--- title: How to Add a New Client to the System description: add a new client --- [Skip to content](https://support.hapana.com/kb/article/728#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) # How to Add a New Client to the System ## Overview Need to add someone new to your client list? Whether you’re doing it from the dashboard or directly from the Clients tab, adding a new client in CORE is quick and simple. This ensures they’re ready to receive a welcome email, purchase a membership, and start booking. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/3beb6ebce88e4755a9da3dec115e7031) Or preview it below: --- ## Prerequisites Before you begin: - Make sure you’ve **configured your client sign-up fields** in **Account Settings \> Configuration** - Ensure your user role has permission to **add or manage clients** - Have the client’s **basic contact details** ready (name, email, etc.) --- ## Step-by-step instructions --- ### Option 1: Add from the home dashboard 1. From the **Home Dashboard**, click the **plus icon ➕** within the Active Clients section 2. Fill out the client’s information (based on your configured fields) 3. Optional: Toggle **Send welcome email** if you want them to receive a login link 4. Click **Save** > ✅ Tip: This is a quick way to add a client when you’re already managing activity on the dashboard. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443375186_0c5f9e23_image-20250529173306-6-1.png?width=2048&height=1273&name=1759443375186_0c5f9e23_image-20250529173306-6-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443376749_5f856296_image-20250529173313-7-1.png?width=2048&height=1273&name=1759443376749_5f856296_image-20250529173313-7-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443378587_d2724d81_image-20250529173320-8-1.png?width=2048&height=1273&name=1759443378587_d2724d81_image-20250529173320-8-1.png) --- ### Option 2: Add from the Clients tab 1. Click on the **Clients** tab in the top navigation 2. Click the **Add Client** button in the upper-right corner 3. Fill out the required fields 4. Click **Save** > Tip: Use this method when you're reviewing or updating client records and want to manually add someone new. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443380362_2c111713_image-20250529173326-9-1.png?width=2048&height=1273&name=1759443380362_2c111713_image-20250529173326-9-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443382031_d93c7422_image-20250529173332-10-1.png?width=2048&height=1273&name=1759443382031_d93c7422_image-20250529173332-10-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443384000_ded9cce1_image-20250529173348-11-1.png?width=2048&height=1273&name=1759443384000_ded9cce1_image-20250529173348-11-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443385857_8d89b38d_image-20250529173359-12-1.png?width=2048&height=1273&name=1759443385857_8d89b38d_image-20250529173359-12-1.png) --- ## Expected outcome The new client will be added to your database and can immediately be assigned a membership, package, or booking. If you chose to send a welcome email, they’ll also receive login instructions for your app or portal. --- ## FAQs **Q: What if the client didn’t receive the welcome email?** A: Double-check their email address for typos and ask them to check their spam folder. You can also resend it manually. **Q: Can I customize the fields shown when adding a client?** A: Yes — go to **Account Settings \> Configuration \> Client Sign-Up Fields** to adjust what's required. **Q: Can I add a client without sending the welcome email?** A: Yes — just leave the **Send welcome email** toggle off when adding them. **Q: Why can’t I add a client?** A: Common factors  that may affect adding clients into the system: - The @ symbol has been missed in the client’s email address - The client account is already registered in the system but was not associated or not active - The client is associated with another Studio. In this case. use the 'Corporate Client LookUp' function to add them. --- ## Related articles - \[CORE | Edit Client Information\] - \[CORE | Configure Client Sign-Up Fields\] - \[APP | What Clients See in Their Welcome Email\] --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana