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Setting up Clients (BETA)
Setting up Clients (BETA)

How to setup the Client's feature within Creative Freedom

Updated over a week ago

Watch this setup tutorial or follow the steps below:

From your Settings Page scroll down and click 'Clients Settings'.

Click the + icon and name your 'Job Type'

Now you can begin your setup within Creative Freedom. First add your initial business details and choose a brand colour.

Next read through each item and personalise to your business needs.

Next create Categories for your services, if you wish. Add these in the order you want them shown on your booking form.

Then begin to add services exactly as you did for your wedding setup, again making sure to add them in the order you wish for them to be seen.

Your 'lead source' (how a client found you) can also be added from within the Scheduler section. This is required for new clients so ensure this is completed.

Follow this tutorial to setup your message and email templates:

Follow this tutorial to setup questionnaires:

Follow this tutorial to setup terms and conditions:

To add FAQs simply add the question and answer and click save.

Finally, click 'add document' to upload any documents that you would like to be shown on your client portals.

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