Adding Clients

You can add new clients via the Signups > Add client menu.

For existing clients we recommend that you select the Basic Only signup wizard, to avoid asking your current clients for information they've already provided.



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 & Take Payment - lets you enter the client's payment details before sending them their login link.

What happens next?

Clients are sent a one-time link that logs them straight into Apotheo and lets them set up a password. Their username is their email address.

Once they've set their password they'll either be prompted to set up a payment or go straight to their signup form (if you entered a paid until date when you added them).

Updated on: 19/01/2024