Add and connect a client

Add one client

1. 1
   Open Clients

   Select Clients from the main navigation, then choose Add client.

2. 2
   Enter the client details

   Use the email address the client will use in the Habit of Living app. Review the spelling before saving.

3. 3
   Send the invitation

   Choose the invitation option when adding the client, or send it later from the client record.

Import several clients

• Choose Import beside Add client, then upload the client or demographics CSV from your current practice system.
• Common headings are matched automatically. If a name or email heading is unclear, match it to the right column.
• Review ready, warning, duplicate, and invalid rows. Uncheck any client you do not want to add.
• Invitations are off by default. Select Invite now for each client who should receive an email, or invite them later from the client record.

Confirm the connection

• The invitation directs the client to Habit of Living, where the client creates or opens an account and accepts the provider connection.
• The client record shows the connection state. Send a reminder from Clients if the invitation is still pending.
• If a reminder does not arrive, confirm the email address and ask the client to check spam or filtered folders.