Quick Guide
Let’s get you started.
Choose your guide and follow the steps to your first connection and session.
For businesses
Business quick start
Set up your business, connect with clients, and organize your first session.
5 steps · Follow along in the app
Create your business account
Download ClienBiz from the App Store or Google Play. Choose I am a business, enter your details, and confirm your email.
Complete your business profile
Add your business name and contact details so clients can recognize you. Review your profile before inviting your first client.
Invite your clients
Share your business’s invite link. Clients who already have ClienBiz can open the link in the app to connect with your business. Clients who need the app should use the invite link to reach the app store, install ClienBiz, then tap the same invite link again to connect.
Already have an account? You can also find a client by their account email in the app and send a connection request for them to accept.
Create your first session
Open Sessions and start a new session. Choose the client, set the date and time, and add the session details. Choose a one-time or recurring session, then review and create it.
Client hasn’t joined yet? Use a write-in client to keep their sessions organized. Once they connect, you can assign their existing write-in sessions to them.
Send an update and check responses
Send a message to one connected client or multiple connected clients at once with anything they need to know. When you ask for a response, check their answer in the app.
For clients
Client quick start
Connect with your business and keep your sessions and updates in one place. Client accounts are free.
5 steps · Follow along in the app
Start with your business’s invite link
Tap the link your business sent you—even if you already have ClienBiz. This identifies the business you’re connecting with.
Don’t have the app? Use that invite link to reach the app store and download ClienBiz, then tap the same invite link again after installing to connect with the business.
Sign up or sign in
New here? Choose I am a client, create your account, and confirm your email. Already have an account? Sign in with your existing account.
Finish your client profile
If prompted, complete your name and contact details. Check that your business appears under Businesses. With an invite link, there is no separate connection request to accept.
If your business sent an in-app email connection request instead, accept that request to connect.
Check your upcoming sessions
Open Sessions to see what your business has scheduled. Select a session to read its details. Your business creates the sessions for you.
Nothing listed yet? Your business may not have scheduled a session. Contact them if you’re expecting one.
Read updates and respond
Check Alerts for updates and Responses for messages that ask for an answer. Open a request, choose your answer, and tap Submit response.
See it in action
Watch a product overview
A quick look at invitations, sessions, messages, and responses. Then use the steps above to get started.
Need a hand getting started?
If you need help walking through the app and what to do next, email support@clienbiz.com. Include your account email, whether you’re a business or client, your device, and the step you’re stuck on.