Clients FAQ
App access, changing price tier, duplicate clients and more.
A client can't log in to the app. What should I check?
Check in their file that the email is spelled correctly. It's their username for the app.
How do I move a client to another price tier?
In their file, Profile tab, Price tier block. From then on, they'll see the memberships of their new tier in the app.
Can I flag a client so they don't count in the statistics?
Yes. In Profile › Advanced, tick Exclude from reports. Useful for test or staff accounts.
I deleted a client by mistake. Can I get them back?
Yes, from the Recycle bin.
How do I invoice a minor whose parent pays?
In the client billing details, choose to bill their invoices to another client.

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