Creating a Client
Learn step by step how to create a new client record in Mindora, required and optional fields, emergency contact information, and language/timezone settings.
Overview
A client record is the starting point for all clinical processes in Mindora. Features like session scheduling, note-taking, goal setting, and payment tracking are all linked to a client record.
How to Create a Client?
Click the New Client button
Click the "New Client" button in the top right corner of the Clients page.
Fill in general information
Enter name, surname, and phone number in the form (required fields).
Add optional information
Optionally add emergency contact, email, and other fields.
Save the client
Click the "Create" button to complete the client record.
Required Fields
The following information is required to create a client:
Name
Client's first name
Surname
Client's last name
Phone
Phone number with country code
Optional Fields
These fields are not required but enrich your clinical process:
For sending reminders and payment links via email
Date of Birth
Age is automatically calculated and shown on the profile.
Gender
For clinical record purposes
Address
Client's address information
Language and Timezone
You can set a separate language and timezone for each client. These settings directly affect messages sent to the client (session reminders, payment links, receipts, etc.).
Preferred Language
Language of messages sent to the client. The recipient's preferred language is automatically selected when sending. Defaults to your app language.
Timezone
Date and time in messages are shown according to the client's timezone. Selecting the correct timezone for clients in different countries ensures accurate session time communication.
Emergency Contact
You can add emergency contact information for your client. This information is displayed on the Profile tab.
Contact Name
Name of the person to contact in case of emergency
Relation
Family, Friend, Colleague, etc.
Contact Phone
Phone number with country code
Next Steps
After creating a client, you are redirected to the client detail page. From there, you can proceed with these steps:
Schedule a Session
Create the first session for your client. Single or recurring session options are available.
Set Goals
Create therapeutic goals and start tracking progress.
Edit Profile
Update missing information, status labels, and communication preferences anytime.
Review Summary Tab
View the client's process summary, goal status, and financial information on a single screen.