Add Client

Create a new client profile

Add Client creates a client record in your account. Once created, the profile becomes the central place for all of that client's notes, bookings, treatment plans, and documents.

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How to Add a Client

1. Click Add on the "Add Client" card on your Dashboard
2. Fill in the details:

Field	Required	Details
Name	Yes	Client's full name
Email	Yes	Used to uniquely identify the client and for communication
Phone	No	Phone number with country selector
Age	No	Client's current age
Sex	Yes	Male, Female, or Other
Marital Status	No	Single, Married, Divorced, Widowed, or Prefer not to say
Notes	No	Any additional context (presenting concerns, referral source, etc.)

3. Click Save

After saving, you're taken to the client's record page where you can start adding session notes, treatment plans, and more.

note

Each client must have a unique email address. If the email is already in use, you'll be prompted to find the existing record instead.

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What You Can Do from a Client Record

Once a client exists, their record page gives you access to:

• Session records — all notes organized by date
• Treatment plans — therapeutic goals and progress tracking
• Bookings — past and upcoming sessions
• Emotional analytics — patterns identified from session transcripts
• Client Portal — secure access for the client to view their documents and messages
• Shared access — share the record with team members if you're part of a team

For more on managing client records, see Client Records.