How to add your clients

Let’s talk about how to add your clients so you can keep your operation organized. Everything in Check starts with and runs off of your clients’ information which you can find in the Clients tab at the bottom of your screen. You can add as many clients as you want to Check for free!

There are two ways to add a client:

  1. You can import multiple clients at a time from your phone’s contacts.
  2. You can manually add a client by entering their name, email and phone number.

Importing your Clients

  1. Tap the "+" button in the lower-right corner of the screen.
  2. Give Check permission to access your phone’s contacts.
  3. Select the contacts you want to import.
  4. Tap the "Import from Contacts" button at the bottom of the screen.

Note: We take your privacy and your clients’ privacy very seriously. We don’t store any of your contacts’ information unless you specifically import them into Check and we never sell yours or your client’s contact information. Our mission is to champion you, the operator, so your info is safe with us.

Manually Adding your Clients

  1. Tap the "+" button in the lower-right corner of the screen.
  2. Tap the "Add Manually" button at the bottom of the screen.
  3. Enter the client's name, email (optional) and phone number (optional).
  4. Tap "Add Client" button.

What is client information used for?

Aside from enabling you to keep your client information in one place and stay organized, the client information we collect also serves a purpose within Check.

Name: The name is required. Since this will show up on all of your client’s invoices, we recommend you don’t enter a nickname like “Susan’s neighbor." Enter their first and last name with correct capitalization so you look professional.

Email: If you have their email, great! If not, don’t worry. You can use the client's email to send them invoices, however, you can also send invoices through SMS if you have their phone number.

Phone: Their phone number is used to send SMS invoices and notifications. We recommend adding their cell phone number because land line numbers will not receive text messages.

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