Add & Organise Clients

Build and organise your roster in Contacts.

What you'll learn

1. Add a contact

   Create a client with their name, email, and phone — invited clients get their own app login.

2. Organise by lifecycle

   Each contact carries a lifecycle phase (Lead, Active, At-risk, Dormant, Churned) so you can sort, filter, and focus on who needs you.

3. Open the profile

   A tabbed profile pulls each client's whole relationship — check-ins, conversations, habits, progress — into one place.