Adding Clients

Step 1: Log in to the BQ Portal

If you are not already logged in, click here to sign in with your credentials.

 

Prerequisite for pay-as-you-go users:

Before inviting clients, you need to purchase credits. You can buy them here, with a special starter package available for your first purchase!

 

Step 2: Add a new Client

Click the “Add New Client” button in the upper-right corner of the client table.

 

Step 3: Enter the client’s data

On this page, enter the client’s:

(1) First name

(2) Last name 

(3) Email address.

(4) Check the box if the person is still a prospect, not yet an active client.

(5) Click the “Add Client” button

 

A confirmation message will appear at the top right of the screen, indicating your new client has been created.