Add a client

You can add a client in a few seconds from the Clients screen.

1. Go to Clients and click + Add client.
2. Fill in Name and Email — both are required.
3. Optionally add a Phone number.

4. Choose a Status — new clients start as Prospect by default, or you can pick Active straight away.

5. Click Add client.

Once added, you'll see an Added. confirmation with a link to open the client's profile and add tags, goals, referral source and more.

If you try to add a client with an email address that's already on your list, you'll see A client with this email already exists.