Skip to main content
All CollectionsMy DashboardFinish Setting Up Your Account
What client information do I need to provide when adding a client?
What client information do I need to provide when adding a client?

Finish Setting Up Your Account

Updated over 3 weeks ago

When adding a client, you’ll need to provide the following details:

  • First and Last Name: Enter the client’s full name.

  • Date of Birth: Specify the client’s birthdate, including the day, month, and year.

  • Email Address: Provide the client’s email for communication.

  • Mobile Number: Enter the client’s phone number.

  • Gender: Select the client’s gender from options (male, female, non-binary, transgender, other, prefer not to say).

  • Country: Select the client’s country.

  • You may add linked contacts, but it is not a necessary field when adding a client.

Did this answer your question?