How clients are created

• Adding a client yourself on the Clients page, or importing a CSV file. See Adding clients manually.
• Quick-adding a client by name while scheduling a job or writing a quote. These clients have no email address until you add one.
• Booking requests from your public booking page.
• Payments: forwarded e-Transfers and payments you add manually.

Card payments through Stripe don't create or link clients.

Depending on your industry, Biller may call clients something else, such as Pet Parents for dog walking or Students for tutoring. They work the same way.

When an e-Transfer arrives or you add a payment manually, Biller links it to a client in this order:

1. Name. If a client's name matches the sender's name, the payment is linked to that client. The comparison ignores capitalisation and extra spaces, so "Sarah Johnson", "SARAH JOHNSON", and "sarah johnson" all match. Everything else must be the same: "S Johnson" doesn't match "Sarah Johnson".
2. Email. If no name matches, but the e-Transfer notification included the sender's email address and a client has that email, the payment is linked to that client.
3. New client. If nothing matches, Biller creates a client with the sender's name, plus the sender's email if the notification included one.

If a payment links to an existing client that has no email address yet, and the e-Transfer included one, Biller adds that email to the client.

Clients created from a payment without an email address can't be emailed. Their client page says "No email yet" until you add one.

When someone sends a request through your booking page, Biller looks for a client in that business with the email address they entered. If there is one, the request is attached to that client. If not, Biller creates a new client with the name and email from the request.

Booking requests match on email only, so a returning client who uses a different email address gets a new client record.

When clients share a word of three or more letters in their names, the Clients page shows a Possible duplicate clients notice. Click Resolve to review each group. From there, merge the clients, or mark one as Not a duplicate.

To merge any clients yourself, click Merge duplicates on the Clients page, search for two or more clients, and choose which one to keep. See Editing client details for what merging does.