Create a client and workspace

Add a new client

1. 1

   Press New Client on your dashboard (desktop) or the New tile in the mobile hero.

2. 2

   Under "Client details", enter their name, email, and phone, then submit.

3. 3

   Their Client Workspace opens immediately. To reopen someone you already have, search under "Pick an existing client" beside the form.

Inside a client

A client has four working areas: Client Overview, Workspace setup, Edit Strategies, and Chat. On a phone they appear as a grid of tiles under the client's name; on desktop they run down the left rail.

1. 4

   Client Overview shows setup status, recent strategies, notes, and goals.

2. 5

   Workspace setup controls everything the client sees in their Client Workspace, including the invite.

3. 6

   Edit Strategies is where analyses are built and published.