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Adding a New Client

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Ashli Picasso-LaCross
Updated 1 year ago

To add a new client, click onto your active client list

Click the plus button


Enter your client's first name, their last name, and their email. 

Then click add client.

Once you've done that, you'll see the client appear as pending in your client list.

What happens now is that your client receives an email telling them how to register for the app.

Once they've completed registration, you'll see that they now become an active client and pending in brackets is removed. 

If your client doesn't complete registration, that pending will stay there and you won't be able to complete any plans for them until they do.

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