This guide will walk you through the process of logging into the Client Keeper mobile app for the first time, setting up your personal profile, and enabling notifications to get started.
When you first open the Client Keeper app, you will see a welcome screen. Since you have already created an account on the website, you will need to log in.
You will now enter the username and password associated with your account.
a. In the Username field, type the temporary username you received in your welcome email. Alternatively, you can use the email address you signed up with.
b. In the Password field, type the password you created during the website signup process.
c. Tap the purple Login button.
After logging in, you'll be prompted to fill in your personal details to complete your profile.
a. On the "Personal Detail" screen, enter your First Name and Last Name.
b. Enter your Phone Number.
c. Fill in your mailing Address, including City, State, and Zipcode. (Providing your address allows us to send you a welcome present!)
d. Once all fields are complete, tap the purple Next button.
Client Keeper uses notifications to send you important reminders about your follow-ups.
Your account is now fully set up and ready to use.
You have successfully logged in and are now on the "Follow Up" screen, ready to start managing your clients!
Now that you're logged in, you can begin adding your past clients and new leads to start getting follow-up reminders.
