Create your first client

Learn how to create clients in PT Mate, either from scratch or adding saved contacts from the list on your phone. If you want to know how to add clients that use the app, please have a look here.

Back to overview
Step 1

1. Go to Clients

Open the side menu and go to the clients section.

Step 2

2. Go to New Client

Either tap on the + icon in the top right corner, or the button in the middle of the screen.

Step 3

3. Fill out the details

All fields with * are mandatory (name and phone number). Please fill at least those out to create your client.

Step 4

4. Add a photo

To easier find your clients, you can add a photo. Either take one with your camera or select an image from your phone library.

Step 5

5. Save your changes

Tap the save button on the bottom of the screen. You'll be redirected to the list view showing your first client.

Contact list

Select from your contacts

To speed up the process, you can select a client from the contacts on your phone. Image, name and phone number will be populated automatically.