How to Add Clients

Managing clients on Liaqa is designed to be simple and efficient, enabling you to keep your client list organized and accessible. Whether adding one client or multiple at a time, the platform streamlines the setup with options for personalized onboarding surveys. This feature ensures a smooth experience for you and your clients, helping you build a well-structured client base.

1. Log In: Visit liaqa.com and sign in to your account.
2. Access Client Area: Select Client from the main menu to open your client management dashboard.
3. Navigate to Add Clients: Click the Add Clients button on the right.
   • Single Client: Enter their email and name, and optionally, an onboarding survey.
   • Multiple Clients: Enter emails and optionally add an onboarding survey.
4. Save: Click Save when finished.

Important Note: Adding clients counts toward your active user count. If a client should be inactive, archive them.