Add, Find and Update Clients Your Agency Serves

Clients, in the menu, lists everyone your agency serves, who on your team each is assigned to, and whether they opted out of texts. Tap View on a row to open a client's page, or "Add client" to add someone by hand.

Add your clients

Tap "Add client", fill in their details and family contacts, and save. An admin can bring in many at once with "Import from a CSV". Importing clients asks you to confirm their families agreed to hear from you, and where that agreement came from.

Why can't I see every client?

An admin or marketing director sees every client. Other team members see the clients assigned to them.

More than one listing?

The list gets a Listing column and buttons to show "All listings" or one listing. On a client's page, "Put on listing" or "Move to listing" changes which of your listings the client is under.

A client's page

The page holds the client's details, such as their admit date and assigned team member; change any of them and tap "Save changes". Add tags your team uses to sort clients, and read or send messages with the family. Under Family contacts, use "Add a contact" to add a family member.

Clients comes with Core and up. On the free plan the page stays visible but greyed out, with a note that it is part of a paid plan.