Option 1: Add a Client from the AI Bar
From your main dashboard, look at the bottom-left corner of your screen — you’ll see the AI Bar.
Click on the Clients icon.
Select “Create Client.”
Enter your client’s details — for example:
Name: John Smith
Email: jsmith@evolvewell.com
Click Save (or Add Client) to create the client profile.
🟡 Note: At this stage, your client will not receive any email notification.
Clients are only notified once you send or assign something to them.
Option 2: Add a Client While Sending an Assignment
You can also create a new client directly from an assignment:
Go to your Library and open an assignment you want to share.
Click the Send button.
In the Recipient field, type your client’s name (e.g., John Smith).
If the client doesn’t already exist, you’ll see an option to Create New Client right there.
Once added, select your client and click Send Assignment.
This will automatically:
Add the client to your client list, and
Send them their first notification email with the assignment.
✅ Summary
You can add clients either from the AI Bar or directly while sending an assignment.
Clients do not receive any emails until you assign something to them.
Once you send an assignment, EvolveWell automatically notifies them and tracks their engagement.