You can add as many clients as you like in your Joist account, and Joist gives you lots of ways to do so. You can even import clients from your mobile device and on Joist web as well!
Use the links to jump to instructions for:
New: The Clients tab has now moved locations for iOS and Android users. Once you open your Joist app, you can find the Clients tab after you click More (iOS) or Manage (Android) from the bottom of your screen.
iOS
First, tap the More button at the bottom-right corner of your screen
Tap Clients to open your client list page
Then tap the + icon
Tap Create New Client, and you can manually enter the client's details and save
From Address Book:
Tap Import From Address Book, and you can add any client you have already stored in your phone's contact list.
Tap as many contacts as you wish to import, then tap Import at the bottom of the screen.
Android
First, tap the Manage button at the bottom right corner of your screen
Tap Clients to open your client list page
Then tap the Green + Circle button
Tap New Client, and you can manually enter the client's details and save.
From Address Book:
Tap Import Client, and you can tap to add any client you have already stored in your phone's contact list.
You can make any changes to the client's details and when you're ready, tap the Checkmark to save.
Web
First, click the Clients button in the lefthand column to view your existing clients list.
Click New Client at the top of the list and you can manually enter the client's details and save.
To import clients from web:
Click the 3 vertical dots in the top right corner of your clients list and then choose Import to add a list of clients saved as a CSV file to your computer from another program like Outlook, Apple Contacts, Excel, etc.
