Opening the New Client Form
Access the client registration form:- From the Clients page, click Nuevo cliente (New Client)
- From the Appointments page, click Guardar y agendar to create a client and schedule simultaneously
The form uses tabs to organize information logically. You can navigate between tabs at any time before saving.
in_nombres) - First name(s) *in_ap1) - First last name *in_ap2) - Second last name (optional)in_fnac) - Birth datecb_genero) - Gender identityThe gender field includes inclusive options: Femenino, Masculino, No binario, Agénero, Género fluido, and more.
in_tel) - Primary phone number *in_ig) - Username (optional, auto-prefixes with @)in_mail) - Email address (optional)in_ciudad) - City (optional)in_estado) - State (optional)Name, first last name, and phone number are required. These fields will be marked in red if left empty when you try to save.
cb_artista) - Select from active artists or “Sin preferencia”lst_estilos) - Multi-select from:
- Línea fina
- Realismo
- Tradicional
- Acuarela
- Geométrico
- Blackwork
- Anime
lst_zonas) - Body areas:
- Brazo, Antebrazo, Pierna, Espalda, Pecho, Muñeca, Tobillo
cb_origen) - Discovery source:
- Instagram, TikTok, Google, Referido, Otro
chk_alergias) - Allergies (latex, lidocaine, pigments, antibiotics)chk_diabetes)chk_coagulacion) - Clotting disorders / hemophiliachk_epilepsia)chk_cardiaco) - Cardiac conditionschk_anticoagulantes) - Blood thinners / Accutane (12 months)chk_emb_lact) - Pregnancy / breastfeedingchk_sustancias) - Alcohol/drugs in last 24-48 hourschk_derm) - Skin issues in the areaAccurate health information is critical for client safety. Review all responses carefully with the client.
chk_consent_info) - Required *chk_uso_imagen) - Portfolio/social media consentchk_datos) - Data privacy policyin_tutor_nombre) - Guardian’s full namein_tutor_tel) - Guardian’s phonein_emerg_nombre) - Contact’s namein_emerg_rel) - Relationship (madre, amigo, etc.)in_emerg_tel) - Contact’s phone numberUse the notes field to record design ideas, special requirements, or any other information that will help provide better service.
Data Handling
Field Mapping
The system automatically:- Combines first name and last names into a single
namefield - Removes the
@symbol from Instagram usernames before saving - Stores styles and zones as comma-separated values
- Creates the client record with
is_active = true - Sets the
created_attimestamp
Database Columns
The form intelligently maps data to available database columns:- Preferences: Tries
preferred_styles,favorite_styles,pref_styles(first available) - Zones: Tries
preferred_zones,interest_zones,pref_zones - Source: Tries
discovery_source,pref_source,how_meet,how_found - Guardian: Tries
tutor_name,guardian_name,parent_name
Extra columns are automatically added to the database if they don’t exist, ensuring data is never lost.
Permissions
The clients.create permission is required to add new clients. Users without this permission cannot access the client creation form.Best Practices
Complete Forms Thoroughly
Fill in as much information as possible. Complete profiles help artists prepare better for sessions.
Verify Health Info
Review health screening responses verbally with the client to ensure accuracy.
Get Proper Consents
Ensure all required consents are checked before saving. This protects both client and studio.
Update Regularly
Encourage clients to inform you of any health changes that could affect their tattoo sessions.