Add a client

In Oben a person becomes a client when they buy. Without a purchase they are added as a lead, with a chart.

Steps

1. Open Clients and select + Add client.
2. Enter First name and Last name. Email, Phone, Date of birth and Source are optional.
3. If they already bought from the clinic outside Oben, tick They already bought from the clinic outside Oben. Under What did they buy?, search the clinic's offers by name and pick one, then set When?. Time is optional.
4. Select Add client.

If you recorded a purchase, the new client's record opens. If not, Oben says they were added as a lead, and you can select Open chart to see them, book a visit, or record a purchase later.

Good to know

• If the email or phone matches one person already in Oben, that person is used and their details are not overwritten.
• If Oben says they are a past client, select Open client and record the new purchase on their record.
• If the email and the phone belong to two different people, nothing is added. Merge or correct those records first.
• Leads and prospects are not in the Clients list. Find them in Marketing under Leads. Booking a lead's first visit makes them a prospect.
• To make a lead a client later, open their record, select the Stage: menu at the top and choose Client. If no purchase is on record, record what they bought and select Mark as client.
• If no offer matches, select Create an offer if you manage Products, or ask someone who does.
• To bring many people over at once, staff who can manage clinic settings can use Import clients & leads on the same page.