Adding a client

Each business you post for is a client.

1. Open Clients.
2. Press Create new client.
3. Fill in the Business name and the Contact first name. Only those two are needed now.
4. Check the Portal slug. It fills in from the name and becomes the end of their portal's address, so lowercase letters and hyphens only.
5. Under Which kind, choose New client, with onboarding to start their onboarding steps. Choose New client, no onboarding or Existing client to skip them.
6. Press Create client.

We build their space in your Notion and their page opens. If the build does not finish, their page says what to do next.

Adding a client does not email them. To let them see their posts, invite them to their portal.

Already have a list? On Clients, press Bring in a list and paste them in, one per line.