Adding Your First Client

Navigate to Clients → Add Client (or use the Quick Action on the dashboard).

Required fields:

• •First and last name
• •Status (defaults to Active)

Optional fields:

• •Email and phone
• •Date of birth, pronouns, preferred name
• •Address (street, city, state, ZIP)
• •Referral source and tags (type and press Enter to add tags)
• •Practice notes
• •Emergency contact (name, phone, relationship)

At the bottom, you can toggle "Send welcome email + intake form" — if the client has an email address, this will email them a portal invitation so they can access the client portal right away.

After saving, you'll be taken to the client's profile page.