It is really simple to add a client to your client list.
Add a Client
To add a client, simply click the New Client icon located at the top right of the homepage.
From the drop-down menu, you can choose to Add Single Client or Add Multiple Client.
A pop-up window will open for you to enter key client details.
First and Last name
Type (Online or In-Person)
Send the client an Invite Link:
After sending them an invitation email, you can also copy the invite link and send them via text or other communication channels!
After you enter in the client information and click Invite, the client will immediately receive an email prompting them to set up their profile.
View or edit client profile
After creating a client, click on the client's name to open up the Client Dashboard. From this screen, you'll be able to manage everything related to a client.
To learn more about the client overview page click here.
By accessing the Profile pop-up, you can edit any of the key client details, with the exception of email if your client has already registered an account.
Resend a client invitation
To resend a client invitation, click on the client to access the client overview page. From there, select the purple Resend Invitation icon located to the right of the client name.