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Adding New Clients

Here's a short video on how to add a new client to your portal:
To add a new client, click the + next to the Clients menu option or the +Client button in the upper right of the Client Dashboard:
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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. 
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You'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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See within:

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