Adding Clients Help

Add clients to your CRM roster by invitation. Each client gets their own private VITALOOP account. Find clear steps, safety context, and product guidance…

Add clients to your CRM roster by invitation. Each client gets their own private VITALOOP account.

Open CRM → Clients Go to the Clients section in the CRM sidebar. Click "Invite Client" Enter the client's email address. Client accepts The client receives an invitation email. After they sign up (or log in), they appear in your client list. Assign a program Once added, you can assign protocol templates, view their results, and add notes.