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How Do I Add Clients?

  • Updated

Adding Clients is Easy in the Pro Admin Dashboard

  1. Sign in to your Dashboard
  2. Go to the Admin Tab
  3. Click the + button
  4. Send email to the Client.
  5. When Client accepts and confirms, the account is created.

 

Pro_Acct_Add_Client.png

 

NOTE: if you have a Pro 5 Subscription, this means that you will need to Suspend (temporary, no loss of data history) or Remove (permanent, loses data) a Client if you have the maximum of 5 clients currently active. 

 

NOTE: see article, Best Tips.

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