There are a couple of ways to onboard your clients. Checkout the Onboarding Help Guide.

Setup Clients

  1. Login to Fons
  2. Navigate to the "Clients" tab
  3. Click on on the action button and select add client
  4. The Client Add Wizard will guide you through
  • Screen 1 - Name, email, phone, time zone *It will not send any notifications to your client it simply just gets them in to the system

Importing Clients: If you provide us a list we will be glad to import and setup your clients for you. We are building out a way for providers to do this in the future. Let us know if you have any other questions or feature requests 

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