Adding a New Client
You can manually add a new client to your AyloCare practice at any time — useful for clients who you’ll invite later, or for keeping a record before they’ve registered.
How to Add a Client
Open the Clients page
Click Clients in the left sidebar.
Click "New Client"
Click the + New Client button in the top right corner. A form will slide open.
Fill in the details
- First Name (required)
- Last Name (required)
- Email (required) — This is what the client will use to log in
- Phone Number (optional) — If you add a number, you must also select the country code
[Screenshot: New client form with name, email, and phone fields]
The phone country code is required if you enter a phone number. Use the dropdown next to the phone field to select it.
Save
Click Save. The client is added to your list with Pending status.
What “Pending” Status Means
When you create a client manually, they start as Pending — meaning they don’t have portal access yet.
There are three ways to move them to Active:
- Send an invitation — the client clicks the link in the email and sets their password
- They register themselves — if they find your portal URL and sign up using the same email
- You force-activate them — click the three-dot menu on the client and choose Reactivate
The easiest flow is: add the client → immediately send an invitation from their profile. They’ll receive an email and be active within minutes.
What Happens Next?
After adding a client, you can:
- Invite them to set up their portal access
- Book an appointment with them directly
- Fill in their profile with more detailed information