How to Add Your First Client

This guide walks you through adding your first client, so you can begin assigning tasks and tracking progress.

1. Go to “Clients” in the main menu

From your dashboard, click Clients in the left-hand navigation bar.

2. Click “Add New Client”

In the Clients screen, select the Add Client button.

3. Enter client details

Fill in the client’s:

• Full name

• Email address

• Gender (optional)

• Date of birth (optional)

• Phone

• Email

5. Save and invite the client

Click Save. Flutura will send the client an email invitation to set up their account.

6. Check the Pending tab

The client now appears in your Clients dashboard, under the Pending tab.
The client must set up their account before you can assign tasks, review notes, or track progress.

Troubleshooting

• Client not receiving the invite? Ask them to check their spam/junk folder.

• Email already in use? The client may already have an account—contact support if you need it linked to your practice.

• Accidentally entered details wrong? Open the client profile, click Edit, and update their information.