Clients & records
Adding a client
Create a client record. Only the name is required.
- 1Go to Clients → Add client.
- 2Enter the client's first and last name. Everything else is optional, and you can add it later.
- 3Add an email to send them confirmations, reminders, forms and receipts.
- 4Add their insurance provider and policy number if they claim.
- 5Click Add client. You'll go straight to their profile.
Tip
The preview card on the right fills in as you type, so you can check the details before saving.
Updated October 12, 2026
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A real person reads every email, usually within one business day. Please don't include client health details.