How to Add Your First Client

Step-by-step instructions for adding a client to your organization.

Before You Begin

Make sure you've already added at least one provider. Client accounts need to be linked to their assigned provider.

How to Add Your First Client on Neuroit

1. Access the Client List

• Log into your Neurofit dashboard.
• Navigate to the Client List page on the left-hand side.
• Click on the 'New Client' button.

2. Choose Client Type

• Select whether you want to add an Individual Client or Multiple Clients.

3. Enter Client Information

• Fill in the relevant client information.

  Mandatory fields include:

  • First Name
  • Email (this will notify the client directly)
• If some information is unavailable, you can use placeholders.

4. Create Client Account

• After entering the information, create the account.
• A notification banner will confirm that an email has been sent to the client.

5. Check Client Status

• Return to the Client List page to check the status of the client:
  • 'Accepted the invite' means the client has logged in.
  • 'Pending' means the email was sent, but the client has not logged in yet.

6. Manage Account Access

• Ensure that account access toggle is turned on for the client.
• This allows the client to log into their account and use Neurofit

7. Monitor Invite Status

• Use the invite column to:
  • Send or re-send invites (with a one-hour cooldown).
  • Track how many times the invite has been sent to the client.

8. Troubleshoot Email Issues

• If the client has not responded, consider that the email may have gone to junk or spam.
• Keep track of the invite status for better visibility.