How to Add Clients to Check

Adding clients is simple. Simply tap the blue plus button in the bottom-right corner of your screen. You'll have two options: either to manually add a contact by tapping the "Create New Client" button at the top, or to import a client by selecting them from your contacts list.

Importing

To import a client, once a client has been selected, tap "Import" to add them to Check. To learn more, read our article on How to Prepare Your Clients for Importing.

Add Manually

To add a new client manually, you will need to provide the following information:

  1. Name
  2. Email Address
  3. Phone Number
  4. Address
  5. Recurring Cadence
  6. First Date of Service
  7. Seasonal Start and End Date
  8. Requested Services
  9. Price
  10. Notes

Once you have finished filling out the information, review it for accuracy, then tap "Add New Client".

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