How to Manually Add a Client in Remindoo: Step-by-Step Guide

Key steps how to manually add a client in remind

Step 1: Start Adding a New Client 0:00

• Click on Clients.
• Select New Client.

Step 2: Enter Client Information 0:13

• Click on the client’s name and type.
• Click Next.
• Fill in the following information:
  • Nature of the business
  • Personal UTR
  • National insurance number.

Step 3: Add Contact Details 0:24

• Enter the contact’s first and last name.
• Specify the type (e.g., director only).
• Fill in the address and date of birth (e.g., 1980).

Step 4: Additional Contact Information 0:51

• Enter marital status (e.g., married).
• Add cell phone number and email.
• Click the plus button to add more contacts if needed.

Step 5: Save Contact Information 1:06

• Click Save to create the contact.
• Select this contact as the primary contact.

Step 6: Add Services 1:15

• Click Finish to proceed.
• Add services by selecting them and entering relevant dates.

Step 7: Assign Team and Partners 1:33

• Assign the task to a team (e.g., Team 3).
• Add partners (e.g., Andy) and service managers (e.g., Jules).

Step 8: Manage Services and Reminders 1:46

• You can:
  • Add or delete services.
  • Change assignees.
  • Add additional information and reminders.

Step 9: Complete Manual AMO Questions 2:13

• Click Next to go to the manual AMO questions.
• Answer the yes or no questions for risk assessment.

Step 10: Finalize Client Addition 2:34

• Complete the risk assessment (e.g., door risk).
• Click Save and Continue.
• Add any final information for the client.

Step 11: Finish the Process 2:50

• Click Finish to complete the client addition process.

Conclusion 2:58

• You have successfully added a client into Remind You.