        HELP
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        CLIENTS
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        ADD A CLIENT
      

Add a client

A client is who a course belongs to. Every course, bundle and certificate template is owned by exactly one client, so this is usually the first thing you set up on a new account.

        4 MIN READ
        UPDATED 4 AUG 2026
        DASHBOARD → CLIENTS
      

BEFORE YOU START

Adding clients requires the Clients feature to be enabled on your account. If the Add Client button is greyed out, contact support to have it switched on — you can still edit any clients that already exist.

Create the client record

A client needs only a name and an email address to exist. Everything else — logo, certificates, portal access, privacy policy — is added later from the client's edit page.

1

Open Clients from the sidebar and choose Add Client.

2

Enter the Client Name. This is what you and your participants will see everywhere the client is referenced.

3

Enter an Email Address. It is used for notifications and, if you turn it on later, client portal access.

4

Set the Attendance Timezone. Check-in and check-out timestamps for this client's bundles are stored in UTC and displayed in this timezone, so pick where the sessions actually happen.

5

Choose Create Client. Both the name and the email address can be changed later.

screenshot — Add Client form

The Add Client form, with Client Name, Email Address and Attendance Timezone.

What becomes available

Once a client exists, it appears everywhere a course, bundle or certificate needs an owner.

COURSES New courses can be assigned to this client, and unique course links can be generated for it.

BUNDLES Bundles can be created for the client and offered to its participants.

RESULTS Course and bundle progress and results can be tracked per client.

INVITES Course invitations can be sent out to the client's participants.

GOOD TO KNOW

The Clients list shows a course count and a bundle count for each client. A dash means the client has none yet — not that something is missing.

If something isn't working

Add Client is disabled

The Clients feature is not enabled for your account. You can still edit existing clients, but creating new ones needs support to switch the feature on.

The form says a valid email address is required

The Email Address field is empty or not a real email format. Client Name and Email Address are both required to create the record.

What next

With a client in place, the natural next steps are to build something for it and, if the client should see its own results, open the client portal.

Give a client access to the client portal

Create a course

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