The work

Add and manage clients

Keep contact details, services, schedules, and conversations together.

Open My Clients from Home or tap Clients in the bottom menu. Search by name, or use All, Person, and Company to narrow the list. The pill beside each name says On Olyve or No account.

Add a client

Tap Add.
Choose Add one.
Select Person or Company.
Enter the required names, then add any contact details or notes you want to keep.
Tap Save.

A person needs a first and last name. A company needs a company name plus the contact person's first and last name. Phone, email, address, unit, city, state, ZIP code, and notes are optional.

Tip: Add an email address before inviting a client. It makes joining Olyve much easier for them.

Import several clients

Tap Add, then choose the option that matches what you have:

Import CSV for a spreadsheet export.
Paste list for rows copied from a spreadsheet or a simple list with one client per line.
Choose contacts to select people from your phone.

Nothing is imported automatically. Olyve always opens Review import first. Rows marked Ready can be imported. Already added points out likely duplicates, and Needs name shows rows that need fixing. Use Select ready only when you want to skip questionable rows, then tap Import.

Update or delete a client

Open the client and tap Edit. You can change their contact details, address, and notes. Delete Client is at the bottom while editing and asks for confirmation.

The same client page also gives you shortcuts to:

See or add the services you provide.
Schedule a service or edit its schedule.
Tap View {name}'s Calendar to see only that client's visits.
Send a message after they join Olyve.

Add a service to a client

Before you can schedule work, add at least one service to the client:

Open the client.
Under Services, tap + Add Service.
Choose a service from your list, or tap Create New Service.
On Set Price, keep the default price or enter a custom price for this client.
Tap Confirm & Add Service.

Adding a service does not schedule a visit. Tap Schedule beside the service when you are ready to put it on the calendar. See Create and price services.

Invite a client to Olyve

Tap Invite to Olyve on the client page. Your phone opens the share sheet with the invite code and instructions ready to send.

After the client joins, their label changes to On Olyve. They can see their schedule and updates, and you can message each other in the app. See Join Olyve as a client.