Add your first client
From an empty Clients list to a real intake flow. Add or import clients, customise the record, send intake forms, invite to the portal, and turn on the automations that do all of this for you in future.
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What you'll learn
Add clients one at a time or import a whole list, with referrers filed as contacts
Customise the client record with the fields, timezone and language your practice needs
Send an intake form that clients fill in before their first session
Automate the intake form and portal invite so every new client gets the same onboarding
Lessons
1
Add or import clients
3 min
2
Customise the client record
3 min
3
Send an intake form
3 min
4
Invite to the client portal
3 min
5
Turn on intake automations
3 min
?
Check your knowledge
5 questions · 3 min
About this course
Every lesson is a real task in your workspace, not a lecture. You'll see the outcome and the exact product path up front, do the steps, then run a short "Check it worked" list to confirm the task succeeded with your own data.
The course ends with a short quiz on its own page. Five questions, one at a time, no pass mark and nothing recorded. If a question surprises you, the lesson to revisit is one click away.