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Welcome!

This guide will show you how to add new clients to MemoMate. You can add them one at a time, or upload many at once using a file. It's easy!

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Your Clients Page

When you open MemoMate, you'll see your Clients page. This is where all your clients are listed.

Your clients page showing the list of respondents

You'll see each client's:

• Name and phone number
• Type of interview
• Status (Completed, Pending, etc.)
• Score and date
• Tags showing results

Adding a Single Client

To add one client at a time:

Step 1: Click the Add Client Button

Look for the purple Add Client button in the top right corner. Click it to see a menu.

The Add Client dropdown menu

1. Click the purple Add Client button
2. Choose Add Client from the menu

Step 2: Fill in the Basic Information