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Add Clients

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

Trentenn avatar
Written by Trentenn
Updated over a week ago

There are a few ways to add your clients:

  1. Add your clients here

  2. Or go to Contacts > Add Clients button. Add your client details & Save. 

  3. 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, All (both Active and Archived), and Archived.

On the right-hand side, BetterHQ automatically categorizes your clients based on their sales history. E.g. If you haven't made a sale to a client in more than 6 months then 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 BetterHQ Custom Fields. Learn more about Client Fields >

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