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Add Clients

Learn how to add, manage and group your clients so you can access their details quickly.

Trentenn avatar
Written by Trentenn
Updated over a week ago

To Add your clients:

There are 3 ways to add clients to your Better Clinics account

  1. Go here

  2. Or go to Clients in the banner

  3. Click "Add Clients" in the top right-hand corner

  4. Add your client details & Save. 


  1. Click. the "+Quick Add" button in the top left-hand corner of Better Clinics from any screen.

  2. Select Client

  3. Add your client details & Save.


  1. Import your clients. Go to the Import Clients screen here or go to Clients > Import Clients. Learn more about Importing Clients

You can have all of your client details stored under each client record, you can even have quick access to your client sales, invoices, appointments, notes, and SMS/emailing functions.

Client Status - Active or Archived
Your client list tabs are categorized into Active, Archived or All (both Active and Archived).

Better Clinics automatically categorizes your clients on the right-hand side based on their sales history. E.g. If you haven't made a sale to a client in more than 6 months, a Client Tag will be added "6mth". Simply click this link to view and message all clients that you've not seen for 6 months.

Customize your client database and the fields you have to store client details using Better Clinics Custom Fields. Learn more about Client Fields > 

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