> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.apotheo.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Adding Clients

To add a new client, navigate to **Clients** in the sidebar and click **Add Client** in the top right. A panel will slide in from the right with the client details form.

![Add client panel](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/clients-adding-client-form_esz73i.png)

## Required Fields

- **First Name** — your client's first name
- **Last Name** — your client's last name
- **Email** — the email address your client will use to log in. They'll receive a one-time login link at this address.
- **Service** — the coaching service to assign them to (e.g. "Online Coaching", "Competition Prep"). Services determine which check-in configuration, questions, and settings the client uses.
- **Pricing** — the pricing option for this service. This controls how much the client pays and on what schedule. Options are filtered based on the selected service.
-  **Signup Form** — auto-populated based on the selected service. You can change it if needed — for example, switching to a simpler form when transferring an existing client.
- **Coach** — the coach assigned to this client. Defaults to you, but can be changed if you're on a team plan.

## Optional Fields

- **Paid Until** — set a trial period end date. The client won't be charged until this date passes.

## Submitting the Form

You have two options at the bottom of the panel:

- **Add Client** — creates the client without taking payment immediately. They'll appear under your **Unpaid Signups** tab.
- **Add & Take Payment** — creates the client and redirects you to take their first payment right away.

After adding, a confirmation dialog appears with a link to view the new client's profile.

## What Your Client Receives

Your client receives an email with a **one-time login link**. When they click it, they're taken to your portal where they:

1. Set their password
2. Complete the signup form (if one was attached)
3. Make their payment (if they haven't already)

Once that's done, they'll appear in your active **Clients** list.

## Client List Tabs

After adding clients, you can find them organized across tabs on the **Clients** page:

- **All** — every client regardless of status
- **Paid Signups** — clients who have completed payment
- **Unpaid Signups** — clients who haven't paid yet

You can also create **custom tabs** to organize clients into groups. Click **Add New Tab** and double-click the tab name to rename it.