Adding your first client

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:

What happens after I add a client?

Once added, you can:

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