Mobile AppGetting Started
How to Log In and Set Up your Profile on Mobile
Learn how to create a new account 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.