Navigate to Client Section: Go to the client management section in the portal.

Add New Client: Click on 'Add New Client'.

Enter Client Details: You only need the client's name, cell number, and preferred language.

• Note: If the language isn't available, contact us to add it.

Text Message Trigger: This will trigger a text message to the client inviting them to download the app and log in. Clients must be added to the portal before they can sign into the app.

Default Text Message: The default text message sent to clients is:

Hi! It's [sender] from [organization]. Download our app, RECORD, for a smoother experience! Get it here 📲 [RECORD Download](<https://www.getrecord.com/download/>)