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Add client

Only name, segment, and one contact method are essential — everything else can be filled in later. Fields marked Config will be shown or hidden per business type once the Business Configuration Wizard exists.

Identity & contact

Who they are and how to reach them.

At least one contact method is required (phone, email, or WhatsApp).

Used for birthday outreach only.

e.g. instagram: @handle — one per line.

Communication preferences

How and when they want to be contacted.

Service preferences

What they book and what makes their visit go well.

One per line. The wizard will later offer the business's own service list.

Only what helps service quality — nothing invasive.

Scheduling & visit behavior

Visit cadence and reliability.

Managed by the Appointments module later; editable manually for now.

Revenue & retention

Spend and churn signals.

Referrals

Who sent them, and who they send.

One per line.

Consent & permissions

Channel permissions — respected by all future automations.

Off by default — automations will never message without consent.

Notes & internal tags

Internal only — never shown to the client.

Comma-separated.