**Before adding a client, you must set up your Welcome Email Template and your Default Signature. Here is the tutorial.**
1. From the Clients page https//app.biocanic.com/clients, click the Add New Client button in the upper right hand corner.
2. Enter the Client's first name, last name, and email address then click Next. Their phone number is optional, but helpful for sending text reminders for Trackers.
3. Select the Assessments you'd like your client to fill out. These will be visible at the top of their dashboard once they sign in to their account.
4. Select the Trackers you'd like your client to have, then click Create Client.
5. Your client will receive an email with a link for them to finish the user creation process and set a password. This is why it's imperative to set up your Welcome Email and Default Signature templates first.
6. Once your client has clicked the link, they will be taken to their signup page and their account is created. Any Assessments or Trackers you have assigned them will show at the top of their dashboard.