How can we help?
Find a quick answer below or get in touch with the Client Database support team.
Send us a message
Tell us what you were trying to do and what happened. Please do not include sensitive client information.
Frequently asked questions
01How do I add a client?
Open Client Database, choose the option to add a new client, enter the details you need, and save the record. Only add information you are permitted to keep.
02How do I update or remove a client record?
Open the client’s record and use the edit or delete option. If a record does not update as expected, close and reopen the app, then try again.
03What should I do before changing devices?
Confirm that your records are backed up or synchronized, if your version of the app offers that feature. Do not erase your old device until you have verified your records on the new one.
04The app is not working correctly. What can I try?
First, install the latest app update and restart your device. If the problem continues, contact support with the app version, device model, operating system version, and a short description of what happened.
Reporting a privacy or security concern
Use the support contact above and mark your message “Privacy” or “Security.” Do not send passwords, full client records, or other sensitive information by email.