Help › Clients

Create a new client

Add a client and set up their contact info, package, and add-ons.

Adding a new client walks you through three quick steps.

  1. From the Clients page, click New Client.
  2. Step 1 — Contact info: enter the client's First name and Last name (both required), plus their email and phone if you have them.
  3. Step 2 — Package & add-ons: choose the package this client is signed up for and toggle any add-ons. You can change this later.
  4. Step 3 — Review: check the details and click Create Client.

The new client now appears in your Clients list, ready for appointments, documents, and messaging.

Just had a consult? For a prospective client you haven't signed yet, use Book Consult on the Clients page instead — it adds them as a lead along with their consultation appointment.

More in Clients

Assign or change a client's package Add an appointment for a client Send an intake form to a client Invite a client to the app Send a document for signature Set a backup doula