Your First Client, Step by Step

Welcome to ClientFlow! This tutorial will walk you through adding your first client to the system. By the end, you'll have created a complete client profile and be ready to start tracking payments.

Step 1: Navigate to the Clients Page

From your dashboard, click on the Clients tab in the left sidebar. This is your central hub for managing all client information.

Step 2: Click "Add Client"

On the Clients page, look for the "Add Client" button in the top right corner. Click it to open the client creation form.

The form is a short series of steps (Contact Info, Payment Setup, Personal Details and, if your plan has custom fields, Custom Fields). You can use "Quick Save" at any point to save with just the essentials.

Step 3: Fill in Basic Information

Start with the essential details:

1. Name: Enter your client's full name (e.g., "John Smith")
2. Email: Add their email address so emailed reminders and documents can reach them
3. Phone: Include their phone number, with the country code, so WhatsApp messages can reach them
4. Payment Setup (next step): Choose the payment type, the amount, and for a monthly payment the Payment Day, the day of the month it falls due (1-31)

Step 4: Add Optional Details

Enhance your client profile with additional information:

• Tags: Categorize clients (e.g., "Premium", "New", "Monthly")
• Notes: Add session notes, preferences, or special instructions
• Custom Fields: Industry-specific data (Starter and above, once your profession's fields are set up)

These details help you stay organized and provide better service.

Step 5: Save and Confirm

Once you've filled in the necessary information:

1. Click the "Save Client" button at the end of the form
2. You'll see a success message confirming the client was added
3. The client will now appear in your Clients list

Congratulations! You've added your first client to ClientFlow.

Next Steps

Now that you've created a client profile, you're ready to:

• Set up payment tracking: Add their first payment record
• Set up reminders: Switch on a reminder for each appointment you book, or the Payment Reminder automation for overdue payments (Starter and above)
• Schedule appointments: Book sessions directly in ClientFlow

For more information, check out our related tutorials below.

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Read time: ~5 minutes | Difficulty: Beginner