video1.0<iframe src="https://www.loom.com/embed/1eee18107bff4acd93558dbcb2c2e31f" frameborder="0" width="1672" height="1254" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12541672Loomhttps://www.loom.com12541672https://cdn.loom.com/sessions/thumbnails/1eee18107bff4acd93558dbcb2c2e31f-f2b89693dad118a7.gif198.443In this demo, I walk you through the onboarding process for a new client, Carlos Alcaraz, in my tennis coaching practice. I add him with just his name and email, set up a block of 10 sessions at 50 pounds each, and issue an invoice for that block. After confirming the payment, I schedule his first session for tomorrow at 9 am at the Rafael Nadal Tennis Academy, ensuring he receives an email confirmation with all the details. I also highlight how his billing status updates throughout the process. Please take note of the steps involved, as they are crucial for effectively onboarding new clients.