Adding a new client
Add clients quickly with just a name and email.
3 min read
How to add a client
- Click Clients in the sidebar
- Click the Add Client button
- Fill in their details
- Click Save
Required information
- Name - Your client's full name
- Email - Where they'll receive reminders
Optional information
- Phone number - For your records
- Service type - What you're providing (tutoring, PT sessions, etc.)
- Amount due - Current balance
- Notes - Any additional information
Adding multiple clients
You can add clients one at a time. There's no bulk import feature yet, but adding each client only takes a few seconds.
Client limit
- Free plan: Up to 5 active clients
- Pro plan: Unlimited clients
If you reach your limit, you'll need to archive old clients or upgrade to Pro.
Related: Client limit on Free plan
Was this article helpful?