There are a couple of ways to onboard your clients. Checkout the Onboarding Help Guide.
- Login to Fons
- Navigate to the "Clients" tab
- Click on on the action button and select add client
- 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