Support

Welcome to the Clientist Support Center. We're committed to helping you get the most out of our CRM app. Below you'll find resources to help you troubleshoot issues, learn new features, and optimize your workflow.

Getting Started

Quick Setup Guide

First time using Clientist? Follow these steps to get started:

• Create an Account: Sign up with your email and create a secure password
• Add Your Business Info: Set up your company name, logo, and preferred currency
• Import Clients: Add your existing client contacts manually or import from a CSV file
• Customize Settings: Configure notifications, themes, and preferences
• Start Organizing: Begin tracking projects, tasks, and communications

Video Tutorials

Visual learners can access our comprehensive video tutorial library covering:

• Account setup and configuration
• Adding and managing clients
• Creating and sending invoices
• Setting up recurring tasks
• Using the mobile app effectively
• Generating reports and analytics

Common Issues & Solutions

Login Problems

If you're having trouble logging in:

• Check that Caps Lock is off
• Verify your email address is entered correctly
• Try resetting your password using the "Forgot Password" link
• Clear your app cache/data if using the mobile app
• Ensure you have a stable internet connection

Synchronization Issues

For Premium users experiencing sync problems:

• Check your internet connection stability
• Verify your subscription is active and up to date
• Restart the app to trigger a manual sync
• Check that sync permissions are enabled in app settings
• Contact support if issues persist beyond 24 hours

Invoice Generation Problems

If invoices aren't generating correctly:

• Verify all required fields are filled out (client info, items/services, amounts)
• Check that your business information is complete in profile settings
• Ensure you have premium subscription for advanced invoice features
• Confirm PDF export permissions are granted to the app
• Try regenerating the invoice if formatting appears incorrect

Technical Support

Supported Platforms

Clientist is available on:

• iOS: iPhone and iPad (iOS 12.0 or later)
• Android: Devices running Android 8.0 (Oreo) or later
• Web: Chrome, Firefox, Safari, Edge (latest versions)

System Requirements

• Minimum 2GB RAM for optimal performance
• Stable internet connection for sync features
• Sufficient storage space for local data and attachments
• Bluetooth capability for device pairing features (optional)

Known Issues

Currently known issues that we're working to resolve:

• Rare sync delays during peak usage hours (typically resolves within 30 minutes)
• Occasional slow loading on older Android devices with extensive data sets
• Minor UI alignment issues on some tablet screen sizes

Contact Us

Community Resources

Knowledge Base

Visit our comprehensive knowledge base for self-service solutions:

• Detailed feature guides
• Troubleshooting articles
• Best practice recommendations
• Feature release notes
• Integration guides

User Community

Connect with other Clientist users:

• Join our official Discord community
• Participate in monthly user webinars
• Share tips and tricks in our forums
• Request new features and vote on roadmap priorities

Feedback & Suggestions

Feature Requests

We value your input and encourage suggestions for new features:

• Submit feature requests through the app feedback system
• Vote on existing suggestions in our community forum
• Participate in our quarterly user surveys
• Join our beta testing program for early access to new features

Report a Bug

Found a bug? Help us improve by reporting it:

• Include detailed steps to reproduce the issue
• Specify your device type and app version
• Attach screenshots if possible
• Describe what you expected vs. what happened