How to Log In and Set Up your Profile on Mobile

Setting up your Client Keeper account is the first step toward better client management.

• Start: Open the app and tap Sign Up.

• Credentials: Enter your email and a password (at least 8 characters).

• Verify: Check your email for a 6-digit code and enter it in the app.

• Username: Pick a unique name for your profile.

• Details: Fill in your name and contact info.

• Time Zone: Select your local time zone to ensure your reminders and follow-ups are accurate.

• Finish: Tap Enter App to get started.