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What client information do I need to provide when adding a client?

Adding Clients

Updated this week

When adding a client, you’ll need to enter a few required details to create their profile.


Required information

  • First and Last Name

    • Enter the client’s full name

  • Date of Birth

    • Include the day, month, and year

  • Email address

    • Used for client communication

  • Country code and mobile number

    • Select the country code from the dropdown

    • Enter the client’s phone number

  • Gender

    • Select from available options

  • Country

    • Choose the client’s country of residence


Optional information

  • Linked contacts

    • Can be added if needed, but not required when creating a client


Tip

Providing accurate client details helps ensure smooth scheduling, communication, and billing.


If you need help managing your clients, please contact our support team at support@trova.health.

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