During your trial, you can enter a Paid until a date to mark existing clients as already paid. Leave this field empty if you want the client to be prompted to set up payment when they first log in.




Add clients via the Signups > Add client menu.



There are two options when adding a client:

Add client - adds the client and prompts them to enter their payment details when they first log in.
Add and take payment - lets you enter the client's payment details before sending them their login link.

What happens next?

We send your client a one-time link that logs them straight into Apotheo and lets them set up a password.
Once they've set their password, they'll be prompted to set up a payment (if required) and complete their signup form.

Tips for transferring existing clients

If you’re transferring clients who have been with you for a while, you don’t want to overwhelm them.

Here are a few tips:

Use the "Basic Only" signup form so that your client isn’t asked too many questions.
If you don’t want them to pay via Apotheo right away, you can enter a paid until date to postpone their billing.

Updated on: 19/01/2024