Adding your first client
Add a client in seconds and start sending reminders.
3 min read
Adding a client
Adding clients is quick and easy. Here's how:
-
Click Clients in the menu
-
Click Add Client (or the + button)
-
Enter their details:
- Name - Your client's name
- Email - Where reminders will be sent
- Amount due - How much they owe
- Service - What you're charging for (optional)
-
Click Save
That's it! Your client is now in your list.
What information do I need?
Required:
- Client name
- Email address
Optional but helpful:
- Amount due
- Service type
- Session schedule
- Notes
What happens after I add a client?
Once added, you can:
- Send them a payment reminder
- Set up automatic reminders
- Share their payment portal link
- Track their payment status
Free plan limit
On the free plan, you can have up to 5 active clients. Need more? Upgrade to Pro for unlimited clients.
Next step: Sending your first reminder
Was this article helpful?