Adding Clients

To get started, go to the clients page. There are two ways to add clients, adding individual clients or bulk upload.

Add an Individual Client

1. Click the “Add New Client” button in the top right corner

2. First name, last name, and phone number are the only required fields, but we recommend filling in the information as completely as possible. The client’s info is used to autofill forms on your behalf.

Bulk Upload Clients

If you already have a list of clients, you can bulk upload them with a CSV.

1. In the top right corner, click the 3 dots next to “Add New Client” and select Bulk Upload

2. Click Download Template if you need a .csv template

3. Click “Select CSV File” to upload your existing client data

4. If you uploaded a .csv file from another system, you may need to match the columns to Vala’s client data structure