How do I add multiple clients at the same time?

To help you get your clients on board faster than ever, we’ve made it possible to add multiple clients at the same time!

You can click to add multiple fields on the “Add Client” view, or paste a comma-separated list – whichever is easiest for you!

Here’s how to add multiple clients at the same time, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

 

Step-by-Step Guide:

Step 1: Click on the “+Add New Client” button.

 

Step 2: Click “Add another” to display additional entry fields, OR click on the “add many at once” link.

 

Step 3: Add the emails separated by commas and click on the “Add Clients” button to save.

 

Now you can add multiple clients at once!

Updated on October 30, 2020

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