You have two options: create a single client or multiple clients at once
- Go to the Admin Cockpit
- Click on "Clients"
- Then click "Add client"
- You now have two options:
- "Add client" to create a single client
- "Import clients" to create multiple clients at once
Option 1: Create a single client with "Add client"
- Click on "Add client"
- Add the necessary information
- Click on "Add client"
Done - you can now match posts with clients automatically using #! 🎉
Option 2: Create multiple clients at once with "Import clients"
We prepared everything for you - just use the template for a quick and easy process!
- Click on "Import clients"
- Download the import template:
- You can download the import template in nooa by clicking: "Here you can download and use our import template."
- Alternatively, you can download the import template by clicking this link
- Open the import template:
- Click on "Enable editing"
- You have two tabs: "DE Template" and "EN Template". Delete "DE Template" by right-clicking -> "Delete" and confirm with "Delete"
- Copy the client data from your care software export into the corresponding columns
- Save the file
- Go back to nooa and click on "Choose a file" in the window:
- Select the file you just saved and click "Open"
- Then click "Import file"
- You should receive a confirmation with the number of new clients that have been created. Click "Done".
Done - you can now automatically match clients with posts using #! 🎉
Are you looking for examples to get started?
Take a look here: I want examples of how I can use the client network to save time and energy