Clients

In this section

• Ways to add a client Add one client with Quick add client, import many with AI from text or a file, or add from the app.
• Work with clients Call, WhatsApp, log a call, add a follow-up, read the timeline, and change the assigned employee — from the website or the app.
• Allow clients to sign up Turn on client signup, choose whether admin approval is required, set the form, and see where the client registers on the website and the app.