Clients
Add a client manually
Admins & staff
Enter a client's details yourself so you can assign tasks without sending an invitation.
Where:SidebarClientsAdd Client
- Select Clients in the sidebar.
- Select Add Client.
- Enter a First Name and an Email.
- Enter any other details you have: Last Name, Display Name, Phone and Notes.
- If your business has more than one staff member, choose who is responsible in Assigned To.
- Select Add Client.
- Hydi shows Client added. Select View client to open them, Add another to add the next one, or Close.
Good to know
- Display Name is the name you see across Hydi, and it fills in from the first and last name unless you enter your own.
- Adding a client does not send them anything, and Hydi refuses an email that another client already uses.
- Add a Phone number if you want to send this client SMS reminders.
Related
- Invite a client by email or SMSSend a client a link to fill in their own details, with a task template applied if you choose one.
- Edit a client's detailsChange a client's name, email, phone, notes or the staff member responsible for them.
- Find a clientSearch your client list, or filter it to the clients who need your attention.
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.