Create a customer record from the web dashboard. In the verified Owner session, the customer was created without a phone number and without SMS marketing consent.
#Add a client
- From the dashboard workspace navigation, select Clients.
- Select the Customers tab.
- Select New Client.
- On Create New Customer, enter the customer name in Customer Name *.
- Enter the email address in Email *.
- Optionally enter a phone number in Phone Number. The field is labeled Enter phone number (optional).
- Leave the SMS Marketing Consent switch off unless the customer has given consent. The default state displays Not opted in — excluded from SMS campaigns.
- Select Create Customer.
#What happens next
EasySched returns to the Customers list and displays a confirmation such as QA Client 20260818 added successfully! The new customer appears in the table with an Active status. When no phone number is entered, the Contact column displays No phone provided.