Adding New Clients

Here's a short video showing how to add a client.

To add a new client, click the +New Client button. You can find this either in the upper right of the Client Dashboard OR next to the Clients tab on your Home screen.

Here you can enter contact information, gender pronouns, and time zone. You can choose to affiliate the client with a Company, if applicable.

You can also choose which Agreement, if any, should be presented to this client at the first sign-in. 
addclientdialogue-6.png addclientdialogue-4.png
addclientdialogue-3.pngYou'll also have the option to invite the new client to CoachAccountable, though this is something you can do later. Click Add this Client and you're all set.

Also note that you can bulk import clients if you've got many to add at once. 

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