Add a client
Create a new client record. Takes about 30 seconds.
How to open the form
Three ways:
- Clients page → click + New client in the top-right.
- Dashboard → click the New client quick action.
- Service creation → in the vehicle picker, click New client to create one inline.
Fields
| Field | Required | Notes |
|---|---|---|
| First name | Yes | Up to 100 characters. |
| Last name | Yes | Up to 100 characters. |
| Recommended | Enables linking to the Vehium customer app. Must be valid email format if provided. | |
| Phone | Recommended | International format supported. A country-code selector is shown next to the number field. |
| Street address | Optional | Shown on invoices. |
| City | Optional | |
| State / province | Optional | |
| Postal code | Optional | |
| Country | Optional | Dropdown, defaults to your workshop’s country. |
Email first, vehicle second
Fill in the client’s email before adding their vehicle. Vehium uses the email to link the vehicle to the customer app, so alerts (like MOT reminders) appear on the vehicle owner’s phone.
After you save
The client appears immediately in the Clients list. The form closes automatically; you can click Save & add another if you have a batch of clients to enter.
Common validation errors
- Email already used — another client has the same email. Search first, then edit rather than duplicating.
- Invalid phone — the number doesn’t match the selected country’s format. Try adjusting the country code.
- Missing required field — first or last name is blank.