Create clients in the mobile app

Mobile users can create new clients from their mobile device in the Handy app's main screen. 😊

Once you've clicked on the + sign, select "Create client"

This will open a new screen where you'll add the new client's data and select which zone they'll be in. The app will automatically fill in the location data, but we recommend you verify it.

After filling out the client's information, Handy will ask you whether or not you'd like to start a visit with that client at that time:

Ready! Now your client has been registered in your client database. 😊

NOTE: All new clients created using the mobile app are saved as Leads and will automatically turn into true Clients once an order is placed.

*For users to be able to create clients from the mobile app, you'll need to have this setting enabled:*

If you want to learn more about how you can create new clients from the web portal, check out the following article:

Creating clients individually from the web portal

Send us a message in the chat if you have any questions!

Updated on: 04/02/2026