How to Setup and Login to Your Account
Create your first account on Client Keeper Web
Get started with Client Keeper Web by creating your account and personalizing your workspace in four simple phases.
Phase 1: Account Registration
Initiate your journey by providing your basic credentials to create a secure login.
Enter Credentials: On the registration page, input your professional email address and a strong password.
Create Account: Click the Create Account button to generate your new user profile.
Phase 2: Identity Verification
Ensure your account remains secure by verifying your email address through our multi-factor authentication.
Retrieve Code: Check your email inbox for a 6-digit verification code sent by Client Keeper.
Confirm Mail: Enter the code into the verification field on-screen to validate your identity.
Phase 3: Profile Personalization
Set up your unique identity within the platform so colleagues and clients can recognize you.
Claim Username: Enter a unique username that will be associated with your account.
Progress Forward: Click Next to move into the final configuration steps.
Phase 4: Personal Information
Finalize your setup by adding your contact details and professional location.
Fill Details: Input your name, phone number, and physical address into the provided fields.
Enter App: Click Complete Setup, then select Enter App to launch your dashboard.