video1.0<iframe src="https://www.loom.com/embed/86f2d33a326e48468e8ae3050d9febd4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/86f2d33a326e48468e8ae3050d9febd4-00001.gif438.0333333333333In this video, I walk you through the process of setting up clients in our system. I explain how we use Airtable to manage client information and track important dates such as kick-off calls and trial ends. I also show you how to access the client's Merle board and confirm billing details. This video provides a step-by-step guide to ensure accurate and efficient client setup. Please watch it to familiarize yourself with our client onboarding process.