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Help/Clients/Managing Your Client List

Managing Your Client List

Your client list is the foundation of JustPayMe. Every bill must belong to a client, and the client's contact details determine where chase reminders are delivered.

To add a client, go to the Clients section and tap "Add Client". You need at minimum a name and one contact method. Adding multiple contact methods (email and WhatsApp, for example) gives you flexibility in which channel to use for each chase step.

You can view a client's full history — all bills and chases — from their profile page. This is useful before making a call to a client, so you have the full context of what has been sent and when they last responded.

Help/Clients/Managing Your Client List

Managing Your Client List

Your client list is the foundation of JustPayMe. Every bill must belong to a client, and the client's contact details determine where chase reminders are delivered.

To add a client, go to the Clients section and tap "Add Client". You need at minimum a name and one contact method. Adding multiple contact methods (email and WhatsApp, for example) gives you flexibility in which channel to use for each chase step.

You can view a client's full history — all bills and chases — from their profile page. This is useful before making a call to a client, so you have the full context of what has been sent and when they last responded.

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